Stephen Rossi

Your Financial Professional

Steve Rossi has over 27 years of experience in the financial services industry. For the last 21 years, he has actively managed investment accounts for individuals, trusts, and corporations based on each client’s explicit goals, risk tolerance, tax situation, and available time horizon. As Senior Equity Strategist, Steve also studies the macroeconomic environment and advises the Equity Team on asset allocation, sector positioning, and individual security selection. He is a CFA® Charterholder and has obtained his CFP® and ChFC® designations, which allow him to provide both financial planning and investment related services to his clients, including those with our affiliate, Canandaigua National Trust Company of Florida.

Prior to joining CNB Wealth Management, Steve served as a Portfolio Manager for Greentree Capital Management where he was responsible for research, individual security selection, and all aspects of portfolio/relationship management. He was previously a Financial Advisor with Merrill Lynch, and served the roles of Credit Analyst and Commercial Loan Officer with the New York Business Development Corporation.

Professional & Civic Affiliations

Member - CFA Institute, Inc.
Member - CFA Society of Rochester
Member - Financial Planning Association of Rochester
Member - Estate Planning Council of Rochester
Board Member & Treasurer - The Friends of Ontario ARC Foundation
Board Member & Treasurer - Horizons at Harley

Education & Licenses

Chartered Financial Consultant®, (ChFC®), 2021
CERTIFIED FINANCIAL PLANNER™ certificant, 2016
Chartered Financial Analyst®, (CFA®), 2008
MBA Finance, SUNY Albany, 1994
BS Finance, Siena College, 1992
Series 7, 66, Life/Health/Annuity Licenses, 2001
Certified Financial Manager (CFM), 2001