About Us

Peter Gaess



P Gaess 

Vice President
Investment Officer
941.366.7222 ext. 50673


Peter received an MBA from NYU’s Stern School of Business in 1970, and worked on Wall Street for seven years as a relative value analyst before joining Security Trust of Rochester in 1977. At Security Trust (which became Norstar and Fleet), he managed portfolios and performed security analysis for 15 years, becoming the
manager of the Personal Asset Group, responsible for $4 billion. His chief responsibilities were to coordinate the research efforts of the analysts within his group, and to formulate investment policy and oversee its implementation. In 1991, Peter formed Greentree Capital Management LLC which he operated for 18 years,
before merging it into CNB’s Wealth Strategies Group at the start of 2009. Peter had a working relationship with CNB during those Greentree years.


BA in Business Administration, Gettysburg College
MBA in Finance, New York University’s Stern School of Business


Chartered Financial Analysts of Rochester
Former Treasurer of the Hochstein Memorial Music School
Former chair of the Board of Directors of a Western New York religious denomination governing body
Testified in many cases providing expert testimony regarding appropriate fiduciary investment practices,
including the landmark Janes case