About Us

Stephen Rossi

Steve Rossi

Stephen A. Rossi, CFA
Senior Vice President, Senior Equity Strategist
941.366.7222 ext. 50677
800.724.2621 ext. 50677
[email protected]

Your Financial Professional

Steve Rossi has over 18 years in the financial services industry. For the last 12 years, Steve has worked with high net worth individuals and trust accounts to aid in formulating investment policy statements, based on each client’s investment goals, risk tolerance and stated time horizon. Prior to joining our affiliate, Canandaigua National Bank & Trust, 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. Steve was also a 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, NY
Board Member, Fairport Baptist Home
Finance Committee, Fairport Baptist Home
Treasurer, Devonshire Homeowner’s Association
Past Den Leader/Asst. Scoutmaster, Pack/Troop 167, Macedon

Education & Licenses

Chartered Financial Analyst (CFA), 2008
MBA Finance, SUNY Albany, 2004
BS Finance, Siena College, 2002
Series 7, 66, Life/Health/Annuity Licenses, 2001
Certified Financial Manager (CFM), 2001