James Lieb

 

Your Financial Professional

Jim has over 30 years of experience in the financial services industry and joined Canandaigua National Bank & Trust (CNB) in 2008. As Senior Trust Officer, Jim provides education and advice to his clients around their planning and management of fiduciary structures representing multi-generational transfer strategies and philanthropic objectives.

Prior to joining CNB, Jim spent more than two decades with JPMorgan Chase in Rochester, NY, serving in various management and fiduciary roles within private banking, trust, and wealth management. Jim has been a Certified Trust & Financial Advisor (CTFA) since 1997; a distinguished qualification awarded by the American Banker Association - Institute of Certified Bankers.

Professional Affiliation

Member, Estate Planning Council of Rochester
Member, American Bankers Association
Member, YMCA-George Williams Society Advisory Committee
Member, United Way of Rochester – Professional Advisory Council

Education & Designations

Northwood University - Baccalaureate, Business Administration – 1985
ABA, Institute of Certified Bankers – CTFA, Certified Trust and Financial Advisor- 1995
Cannon Financial Institute – Trust School I, II & III – 1995
ABA, Trust Graduate School - 2007