CANANDAIGUA - Key Persons
Job Titles:
- Trust Officer
- Vice President
Job Titles:
- Vice President, Wealth Advisor
Job Titles:
- Member of the Board
- Director / Rochester, New York
Charlene S. Johnson has over 26 years in the financial services industry. Charlene joined Canandaigua National Bank & Trust in 2010, as a Retirement Services Officer. Charlene is responsible for all aspects of retirement plans including consulting, plan documents, compliance, 5500's and has a strong background in ERISA law.
Prior to joining CNB, Charlene served as an Account Manager for First Niagara Benefits Consulting. Her previous experience includes over 10 years at EPIC Advisors, Inc, a nationally recognized, full service recordkeeping firm headquartered in Rochester, N.Y., serving in various capacities. Charlene began her career at Rochester Community Savings Bank and worked her way up to Assistant Branch Manager.
Job Titles:
- Member of the Board
- Director / Sarasota, Florida
Job Titles:
- Member of the Board
- Director / Longboat Key, Florida
Job Titles:
- Vice President
- Vice President - Wealth Advisor
Mr. Guzzetta has over 28 years in the financial services industry. As Vice President and Wealth Advisor, David manages personal trust and investment management accounts, endowment funds, and retirement accounts. Prior to joining CNB's Wealth Management Group in 2002, David spent six years as an Investment Officer in the Trust and Investment Department of JP Morgan Chase. He also worked in Boston with Fidelity Investments in their Institutional Management Group after earning a B.S. Management/Finance from St. John Fisher College in 1989.
Job Titles:
- Member of the Board
- Director / President & CEO, Canandaigua National Bank & Trust / Canandaigua, New York
Job Titles:
- Member of the Board
- Vice Chairman / Sarasota, Florida
Job Titles:
- Member of the Board
- Chairman / Chairman, Canandaigua National Bank & Trust / Canandaigua, New York
Job Titles:
- Senior Trust Officer
- Senior Vice President
- Senior Vice President - Senior Trust Officer
Jim has over 30 years of experience in the financial services industry and joined Canandaigua National Bank & Trust (CNB) in 2008. As Senior Trust Officer, Jim provides education and advice to his clients around their planning and management of fiduciary structures representing multi-generational transfer strategies and philanthropic objectives.
Job Titles:
- Client Service Specialist
James Guido, Client Service Specialist, has been with CNB Wealth Management since 1997 and has more than 25 years of Trust, Compliance and Fiduciary Tax experience. Jim is primarily responsible for assisting the Chief Fiduciary Officer in day to day operations, which include opening and monitoring the setup of new accounts, processing transactions, and ongoing communication with clients.
Jim has two adult children and resides with his wife in Pittsford, NY.
Job Titles:
- Senior Vice President
- Senior Vice President - Senior Planning Advisor
James Terwilliger, a Canandaigua native, joined CNB as a personal financial planner following a 30-year career as a scientist and research manager at the Kodak Research Laboratories. Prior to joining CNB, he was a tax preparer and financial advisor at the Canandaigua office of a national financial services firm. Jim works with clients to develop and implement personal financial plans. He authors regular financial columns for CNB in local publications and hosts "Ask the Experts" broadcasts for CNB on WHAM radio.
Job Titles:
- Member of the Board
- Director / Sarasota, Florida
Job Titles:
- Senior Vice President
- Senior Vice President - Wealth Advisor - Team Leader
Jason Fitzgerald has over 27 years of experience in the financial services industry. He joined Canandaigua National Bank & Trust (CNB) in 2000 where he transitioned from banking into investment management and financial planning. Since 2003, Jason has served as a wealth advisor, providing clients at any life stage with the holistic advice necessary to make educated and informed investment choices to help them achieve their financial goals. Furthering his commitment, he earned the designation of CERTIFIED FINANCIAL PLANNERTM Professional in 2006. Jason also serves in a management role as Team Leader for the Investment and Financial Planning team. Prior to his experience with CNB, Jason began his career with JP Morgan Chase in 1991.
Job Titles:
- General Counsel of Canandaigua National Bank & Trust
- Senior Vice President - General Counsel
Jennifer serves as General Counsel of Canandaigua National Bank & Trust and its affiliates. In her role, she provides legal counsel to Bank management on matters of corporate governance, contracts, compliance, employment, compensation, benefits, communications and other related issues. She also provides advice regarding estate planning and administration, estate taxation and multi-jurisdictional trust and estate issues.
Prior to joining CNB, Jennifer was partner in the Trust & Estate Group at the law firm of Boylan Code, where she specialized in trust and estate planning & administration, and transfer tax planning for high net worth individuals and business owners. Jennifer currently holds her license to practice law in New York and Florida, and is admitted to the United States District and Bankruptcy Courts for the Western District of New York and the Supreme Court of the United States. She carries an AV Preeminent® Martindale-Hubbell® Peer Review Rating™.
Job Titles:
- Senior Vice President
- Senior Vice President, Manager of Trust and Estate Solutions With CNB Wealth Management
Jillian Erika Dart is a Senior Vice President, Manager of Trust and Estate Solutions with CNB Wealth Management. She is responsible for establishing and executing the group's mission and strategy along with a team of experienced, highly trained professionals to ensure delivery of the highest quality of service for our clients. In addition to her managerial duties, she handles the administration of trusts and estates, as well as custody and investment management accounts.
Jillian joined CNB Wealth Management in October 2018 bringing more than 21 years of experience in the financial services industry. Prior to joining CNB, Jillian was a Managing Director and Market Trust Director for Upstate NY at U.S. Trust - Bank of America Private Wealth Management. Jillian was also an advisor to high net worth individuals and families, and her responsibilities included the administration of trusts along with investment management relationships.
Job Titles:
- Senior Trust Officer
- Senior Vice President
Job Titles:
- Senior Vice President - Senior Trust Officer - Team Leader
- Senior Vice President and Senior Trust Officer With CNB Wealth Management
Kate Noble is a Senior Vice President and Senior Trust Officer with CNB Wealth Management. With over 30 years of experience, Kate is involved with the administration of trusts and estates as well as custody and investment management accounts, including those with our affiliate, Canandaigua National Trust Company of Florida.
Prior to joining CNB, Kate spent 12 years with JPMorgan Chase and 10 years with HSBC Bank. She has been involved in the financial services industry for her entire career, having started with Santa Barbara Bank & Trust as a Trust Assistant.
Job Titles:
- Assistant Vice President, Wealth Advisor
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.
Job Titles:
- Member of the Board
- Director / New Orleans, Louisiana
Job Titles:
- Trust Officer
- Vice President
Lou Rossetti has almost 20 years of experience in the financial services industry. As Vice President and 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.
Job Titles:
- Trust Officer
- Vice President
- Administrative Officer With CNB Wealth Management
Lynn M. Carleton is a Vice President and Trust Administrative Officer with CNB Wealth Management. In her role, Lynn is involved with the administration of trusts and estates as well as custody and investment management accounts, including those with our affiliate, Canandaigua National Trust Company of Florida.
Prior to joining CNB, Lynn spent two years with Steuben Trust Company and twenty years with Manufacturers and Traders Trust Company. Lynn has been involved in the financial services industry her entire career, having started with Peat Marwick Mitchell preparing fiduciary taxes and accountings.
Job Titles:
- Senior Vice President
- Senior Vice President, Manager of Financial Planning Services, Team Leader With CNB Wealth Management
Maria Caton is a Senior Vice President, Manager of Financial Planning Services, Team Leader with CNB Wealth Management. In her role, Maria is responsible for overseeing the Financial Planning Process within Wealth to ensure that clients receive consistent, exemplary service that enables them to achieve their goals. Maria joined CNB in 2014 as a Vice President, Wealth Advisor.
Prior to CNB, Maria was Vice President-Financial Consultant at Charles Schwab & Co., Inc. Previous to that, she was a Special Care Planner with Mass Mutual Insurance Company where she specialized in planning for families with disabled or special needs family members.
Maria and her husband Mark live in East Rochester and are the parents of four grown sons.
Job Titles:
- Senior Vice President, Senior Wealth Advisor
Job Titles:
- Member of the Board
- Director / Sarasota, Florida
Job Titles:
- Assistant Vice President
- Trust Officer
- Assistant Vice President, Trust Officer With CNB Wealth Management
Megan Foster Barkley, Esq. is an Assistant Vice President, Trust Officer with CNB Wealth Management. She is responsible for administering trusts and estates, as well as custody and investment management accounts.
Prior to joining CNB, Megan practiced law as a trusts and estates associate attorney at Harris Beach PLLC and at The Cicero Law Firm LLP. She has extensive experience assisting clients in navigating the complexities of estate planning in order to develop and implement estate plans that best comport with their unique personal and financial objectives. In addition, she understands the emotions and uncertainties that can arise when a loved one dies, and uses her knowledge, experience, and compassion to educate clients and to help them feel comfortable and at ease throughout the estate administration process.
Megan has lectured on the topics of estate planning and trust and estate administration for the New York State Bar Association and for private seminars.
Job Titles:
- Vice President
- Vice President - Wealth Advisor
Nancy Bowes joined CNB Wealth Management in 2013, bringing over 30 years of experience in the financial services industry. As Vice President and Wealth Advisor, she manages portfolios for individuals and families to help them achieve long term goals. Nancy is also a NYS certified Medicare counselor. Recognizing the needs of different generations, she strives to integrate a holistic approach to her practice.
Nancy began her career in 1983 in commercial lending in Texas and Ohio. For 15 years, she concentrated on financing expansion projects for small manufacturers and wholesalers. She returned to Rochester in 1995 where she transitioned into the investment management field and earned her designation as CFP® in 2003. Nancy was a medical practice specialist in Private Banking, utilizing her commercial training and planning expertise to help physicians fund their practices as well as grow personal wealth. She joined the Wealth Management team at JP Morgan Chase in 2007, developing comprehensive estate planning and investment strategies for high-networth families. Nancy lives with her husband, her 87 year old mother, and two sons in Penfield.
Job Titles:
- Member of the Board
- Director / Sarasota, Florida
Job Titles:
- in 2012 As Vice President and Wealth Advisor
- Senior Vice President, Wealth Advisor, Regional Manager
Paul Tarantino joined Canandaigua National Trust Company in 2012 as Vice President and Wealth Advisor. He has more than 15 years of experience in a combination of Small Business and Financial Services.
Prior to joining Canandaigua National Trust Company, Paul has worked for leading financial services firms such as UBS, Northwestern Mutual and Wells Fargo. His previous roles include Financial Advisor, Associate Wealth Manager, and Regional Bank Private Banker.
Paul works with high-net-worth individuals, business owners, and trust clients in the areas of investment management, asset allocation, financial planning, and trust services.
Job Titles:
- Assistant Vice President
- Trust Officer
Job Titles:
- Trust Officer
- Vice President
- Vice President - Trust Officer
Ramona Green joined the CNB Wealth Management in February 2006 as a Trust Associate, following 14 years with the Trust Department at HSBC Bank. Ramona currently administers trusts and estates, as well as custody and investment management accounts.
Job Titles:
- Executive Vice President
- Member of the Board
- Executive Vice President - Wealth Brands
- President / EVP, Wealth Brands, Canandaigua National Bank & Trust / Canandaigua, New York
Sam Guerrieri is the Executive Vice President whose responsibilities include managing CNB Wealth Management, Canandaigua National Trust Company of Florida, Online Brokerage Services, Inc., and CNB's Insurance Agency and associated offerings. Sam has over 25 years in the financial services industry. He has held executive positions at Citicorp Investment Services and M&T Bank Corporation including Regional Sales Manager, M&T Securities, Inc., National Sales Director, President of M&T Securities, Inc., Senior Manager of the M&T Bank Retail Bank Branch Network, and most recently Chief Executive Officer of M&T Securities, Inc. and M&T Insurance Agency, Inc.
Sam resides in Rochester, NY with his wife and three daughters.
Job Titles:
- Senior Vice President, Wealth Administration - Shareholder Relations
Job Titles:
- Senior Vice President
- Senior Vice President, Senior Equity Strategist
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 investmentrelated 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.
Job Titles:
- in 2015 As Vice President
- Senior Vice President, Trust Administration Officer
Suzanne Ellin joined Canandaigua National Trust Company in 2015 as Vice President and Trust Administration Officer. Suzanne has over 25 years of experience in the areas of estate administration, fiduciary income and estate taxation, and judicial proceedings involving probate and trust & estate settlements. Suzanne is responsible for the administration of trusts and estates as well as custody and investment management accounts.
Prior to joining Canandaigua National Trust Company, Suzanne spent several years at Charlotte State Bank & Trust. She also has ten years experience as a practicing attorney and CPA.