Lou Rossetti, MBA, CTFA
Senior Vice President, Senior Trust Officer
941.366.7222 ext. 50683
800.724.2621 ext. 50683
[email protected]
Your Financial Professional
Lou Rossetti has almost 20 years of experience in the financial services industry. As Senior Vice President and Senior Trust Officer with CNB Wealth Management, his responsibilities include managing fiduciary relationships and providing wealth management advice to clients. Lou has been providing trust administration and estate planning expertise to families for more than 10 years.
Prior to working at CNB Wealth Management, Lou held similar roles at both Key Bank and J.P. Morgan Chase.
Professional Affiliation
Estate Planning Council of Rochester, Member
Fairport Little League Baseball, Board Member
University of Rochester, Planned Giving Advisory Board Member
Education & Designations
BSBA, University of Delaware
MBA, University of Rochester – Simon School of Business
ABA, Institute of Certified Bankers - Certified Trust and Financial Advisor (CTFA)
Cannon Financial Institute – Trust School I, II & III