Kevin B. Rankin, MBA
Vice President, Senior Wealth Advisor - Trading Desk Team Leader
941.366.7222 x51927
800.724.2621 x51927
[email protected]
Your Financial Professional
Kevin joined Canandaigua National Bank and Trust in 2021. He has more than 12 years of experience in the financial services industry. In his role, Kevin is responsible for determining the most appropriate investments and strategies for his clients to help them achieve their financial goals. He manages investment portfolios for individual and trust clients at any stage in their financial lives and provides holistic advice that incorporates all facets of their financial well-being.
Prior to joining Canandaigua National Bank and Trust, Kevin served as a Portfolio Manager at Bank of America Private Bank. He also has broad investment and relationship management experience acquired from his time working with two Registered Investment Advisors in Pittsford.
Kevin lives in Webster with his wife and two children. In his spare time, he is a numismatist and enjoys playing guitar.
Professional Affiliation
Compeer Rochester – Board of Directors – 2018-2021
Rochester Numismatic Association – 2006-Present
Education & Designations
St. John Fisher College – Master of Business Administration (MBA)
St. John Fisher College – B.S. Management/Finance
FINRA Series 65 Uniform Investment Adviser Law License – 2011 and 2021
New York Life, Accident and Health Insurance License – 2006