Lou Rossetti Mba, Ctfa

Lou Rossetti, MBA, CTFA has extensive experience in the financial industry, specializing in trust administration and advice for high net worth clients and trust beneficiaries. Lou has held various roles at reputable companies such as Canandaigua National Bank & Trust, KeyBank, First Niagara Bank, and JPMorgan. Throughout their career, Lou has actively managed a book of trust and investment accounts, interpreted complex trust agreements and wills, and made discretionary decisions to ensure prudent administration in accordance with fiduciary responsibilities. Lou has demonstrated strong communication skills by serving as the primary contact for clients, attorneys, and other professional advisors. Lou has also received recognition for their outstanding performance, including being designated as the "Most Outstanding Student" at JPMorgan Chase Private Client Services Trust School.

Lou Rossetti, MBA, CTFA has an extensive education history. Lou obtained a Master of Business Administration (MBA) degree in Finance and Competitive Strategy from the University of Rochester - Simon Business School, graduating in 2006. Prior to that, they completed their undergraduate studies at the University of Delaware, earning a Bachelor of Science in Business Administration (BSBA) with a focus on Finance and Economics between 1997 and 2001.

Before their university studies, Lou attended McQuaid Jesuit high school from 1994 to 1997. Although they did not earn a specific degree during this time, it laid the foundation for their educational journey.

In addition to their degree programs, Lou has also pursued professional certifications. In 2020, they obtained the Certified Trust and Financial Advisor (CTFA) certification from the American Bankers Association. Lou completed the Cannon Trust School I, II, III program at the Cannon Financial Institute, though the specific dates of their enrollment are not provided.

Overall, Lou Rossetti, MBA, CTFA has a strong educational background in finance and a specialization in trust and financial advisory, which they have augmented with industry certifications to enhance their expertise.