Lou Rossetti
Senior Vice President & Senior Trust Officer at Canandaigua National Bank Wealth Management at Canandaigua National Bank & Trust | Rochester, New York Metropolitan Area
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As the Senior Vice President and Senior Trust Officer at Canandaigua National Bank Wealth Management, Lou Rossetti brings a wealth of expertise in trust administration and wealth management tailored specifically for High-Net-Worth Individuals, institutions, and not-for-profits. With a strong focus on providing personalized financial advice, Lou excels in interpreting complex Trust Agreements and Wills, ensuring that discretionary decisions align with clients' best interests while adhering to established policies and procedures. His role involves actively managing a diverse portfolio of trust and investment accounts, where he leverages his extensive knowledge in asset management, estate planning, and portfolio management to help clients achieve their financial goals.
Lou's commitment to excellence is reflected in his collaborative approach, working alongside a dedicated team of seasoned professionals who share a passion for delivering exceptional service. Together, they navigate the intricacies of wealth management, utilizing their skills in securities, mutual funds, and asset allocation to create tailored strategies that meet the unique needs of each client. His ability to build lasting relationships with clients is underscored by his deep understanding of the financial landscape, allowing him to provide insightful guidance on credit, loans, and other financial services.
In an ever-evolving financial environment, Lou remains at the forefront of industry trends, continuously enhancing his knowledge and skills to better serve his clients. His unwavering dedication to prudent administration and client advocacy positions him as a trusted advisor in the wealth management sector, making a significant impact on the financial well-being of those he serves. For personalized wealth management advice, Lou can be reached at (585) 419-0670 ext. 50683 or via email at [email protected].
Senior Vice President & Senior Trust Officer at Canandaigua National Bank Wealth Management at Canandaigua National Bank & Trust in August 2018 to Present
Vice President & Trust Officer at Key Private Bank at KeyBank in July 2015 to August 2018
Vice President & Trust Officer at First Niagara Private Client Services at First Niagara Bank in July 2015 to October 2016
Vice President & Trust Officer at JPMorgan in August 2008 to July 2015
Trust Administrator at JPMorgan in April 2008 to July 2008
Fiduciary Administration Legal Accounting Specialist at JPMorgan in April 2007 to April 2008
Home Equity Client Sales Advisor at JPMorgan Chase in January 2001 to April 2007
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Investment Management
Financial Planning
Trust Services
Credit
Investments
Securities
Banking
Estate Planning
Loans
Wealth Management
Asset Management
Private Banking
Financial Services
Mutual Funds
Asset Allocation
Finance
Financial Analysis
Portfolio Management
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Discover more about Canandaigua National Bank & TrustWhat is Lou Rossetti email address?
Email Lou Rossetti at [email protected] and [email protected]. This email is the most updated Lou Rossetti email found in 2026.
What is Lou Rossetti phone number?
Lou Rossetti phone number is +19544458194 and +18502918465.
How to contact Lou Rossetti?
To contact Lou Rossetti send an email to [email protected] or [email protected]. If you want to call Lou Rossetti try calling on +19544458194 and +18502918465.
What is Lou Rossetti net worth?
Lou Rossetti has an estimated net worth of $150,000 to $249,999
What company does Lou Rossetti work for?
Lou Rossetti works for Canandaigua National Bank & Trust
What is Lou Rossetti's role at Canandaigua National Bank & Trust?
Lou Rossetti is Senior Vice President & Senior Trust Officer at Canandaigua National Bank Wealth Management
What industry does Lou Rossetti work in?
Lou Rossetti works in the Financial Services industry.
Lou Rossetti Email Addresses
Lou Rossetti Phone Numbers
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