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Wealth Strategies Team

Trust & Estate Services Team
Average Tenure: 20 years

Scott Trumbower

Scott Trumbower
Senior Vice President
Manager,
Wealth Strategies Group
(585)419-0670 ext. 50611
STrumbower@cnbank.com

Richard Hawks

Richard Hawks, Jr.
Senior Vice President
Chief Fiduciary Officer
(585)419-0670 ext. 50620
(585)394-4260 ext. 36040
RHawks@cnbank.com

Gregory S. MacKay Gregory Mackay
Senior Vice President
Chief Economist
(585)394-4260 ext. 36069
GMacKay@cnbank.com
James P. Terwilliger James P. Terwilliger
Vice President
Certified Financial PlannerTM
(585)419-0670 ext. 50630
JTerwilliger@cnbank.com
Paul Callaway

Paul Callaway
Vice President
Business Development Officer
Relationship Manager
(585)419-0670 ext. 50608
PCallaway@cnbank.com

G. James Blatt G. James Blatt
Vice President
Business Development Officer
(585)419-0670 ext. 50624
JBlatt@cnbank.com
Donna Cator Donna L. Cator
Assistant Vice President
Certified Financial PlannerTM
Relationship Manager
(315)781-2700 ext. 42220
DCator@cnbank.com
Sharon Greisberger

Sharon Greisberger
Vice President
Trust Administration Manager
(585)419-0670 ext. 50609
SGreisberger@cnbank.com

JoAnn Roberts Joann Roberts, CTFA
Vice President
Trust Administration Officer
(585)419-0670 ext. 50667
JRoberts@cnbank.com
James Lieb James Lieb, CTFA
Vice President
Trust Administration Officer
(585)419-0670 ext. 50665
JLieb@cnbank.com
Lynn Carleton

Lynn M. Carleton
Vice President
Trust Administration Officer
(585)419-0670 ext. 50683
LCarleton@cnbank.com

Kevin Kinney Kevin Kinney
Assistant Vice President
Business Development Officer
Relationship Manager
(585)419-0670 ext. 50622
KKinney@cnbank.com
Laura King Laura King
Trust Administration Officer
(585)394-4260 ext. 36112
LKing@cnbank.com
Ramona Green Ramona Green
Trust Aministration Officer
(585)419-0670 ext. 50616
RGreen@cnbank.com

Marcia Martin

Marcia Martin
WSG Trust Associate
(585)394-4260 ext. 36067
MMartin@cnbank.com

Laura Park

Laura Park
WSG Administrative Assistant
(585)419-0670 ext. 50670
LPark@cnbank.com

Eileen Treat

Eileen Treat
WSG Trust Associate
(585)419-0670 ext. 50671
ETreat@cnbank.com

 Investment Services Team

J. Michael Reed J. Michael Reed, CFA
Vice President
Investment Manager
(585)419-0670 ext. 50666
MReed@cnbank.com
James M. Exton James Exton
Vice President
Investment Officer
(585)419-0670 ext. 50610
JExton@cnbank.com
David Guzzetta David Guzzetta
Vice President
Investment Officer, AFIM, CMFC
(585)419-0670 ext. 50672
DGuzzetta@cnbank.com
Jason Fitzgerald Jason Fitzgerald
Vice President
Certified Financial PlannerTM
Investment Officer
(585)419-0670 ext. 50628
JFitzgerald@cnbank.com

Peter Gaess

Peter Gaess
Vice President
Investment Officer
(585)419-0670 ext. 50673
PGaess@cnbank.com

Steven Rossi

Stephen Rossi, CFA
Investment Officer
(585)419-0670 ext. 50677
SRossi@cnbank.com

Heather Hammond

Heather Hammond
WSG Investment Associate
(585)419-0670 ext. 50613
HHammond@cnbank.com

Derek Lane

Derek Lane
WSG Investment Associate
(585)419-0670 ext. 50678
DLane@cnbank.com

Retirement Services Team
Average Tenure: 12 years

Kathleen Emert Kathleen Emert
Vice President
Employee Benefits Manager
(585)419-0670 ext. 50623
KEmert@cnbank.com
Sandra A. Lancer

Sandra Lancer
Vice President
Employee Benefits Trust Officer
(585)419-0670 ext. 50603
SLancer@cnbank.com

Mark Mazzochetti Mark Mazzochetti, CISP
Assistant Vice President
Employee Benefits Trust Officer
(585)419-0670 ext. 50606
MMazzochetti@cnbank.com

Jennel Dillion

Jennel Dillon
Employee Benefits Trust Officer
(585)419-0670 ext. 50604
JDillon@cnbank.com

Margery Brown

Margery Brown
WSG Employee Benefits Assistant
(585)419-0670 ext. 50632
MBrown@cnbank.com

Wealth Strategies Group Officers

Denise Kelly-Dohse Denise Kelly-Dohse
Assistant Vice President
Relationship Manager
(585)419-0670 ext. 50619
DKelly@cnbank.com

Sharon Worski

Sharon Worski-Zona
WSG Trust Associate
Geneva
(315)781-2700 ext. 42222
SWorski@cnbank.com
Kathy Lafler Kathy Lafler
WSG Administrative Assistant
Canandaigua
(585)394-4260 ext. 36056
KLafler@cnbank.com

 CNB Insurance Agency

 Donna Hafler

Donna Hafler
Vice President
(585)419-0670 ext. 36150
DHafler@cnbank.com 

Trust & Estate Services Team
Sarasota, Florida

Richard McCarthy
Richard McCarthy
President
(941)366-7222 ext. 50720
(585)419-0670 ext. 50682
RMccarthy@cnbank.com
Noleen Burch
Noleen Burch
Vice President
(941)366-7222 ext. 50722
NBurch@cnbank.com

 Customer Value Management Team 

Joseph L. Dugan Joesph L Dugan
Executive Vice President
(585)394-4260 ext. 36081
JDugan@cnbank.com

 

 

 

Tari Orsburn
Marketing Information Specialist
(585)394-4260 ext. 36091
TPagano@cnbank.com 

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