Profil
Mr. David P.
Guzzetta is a Vice President & Wealth Advisor at The Canandaigua National Bank & Trust Co. Mr. Guzzetta joined the firm in 2002 and manages personal trust and investment management accounts, endowment funds, and retirement accounts.
He has over 28 years in the financial services industry.
Prior to joining The Canandaigua National Bank's Wealth Management Group, Mr. David Guzzetta 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
He a B.S.
Management/Finance from St. John Fisher College in 1989.
Postes actifs de David P. Guzzetta
| Sociétés | Poste | Début |
|---|---|---|
The Canandaigua National Bank & Trust Co.
The Canandaigua National Bank & Trust Co. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/2002 |
The Canandaigua National Bank & Trust Co. (Invt Mgmt)
The Canandaigua National Bank & Trust Co. (Invt Mgmt) Investment ManagersFinance CNB-IM employs a disciplined approach to investment management that can be tailored to fit their clients’ unique objectives. | Gestionnaire de Portefeuille-Actions | 01/01/2002 |
Anciens postes connus de David P. Guzzetta
| Sociétés | Poste | Fin |
|---|---|---|
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
Formation de David P. Guzzetta
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
The Canandaigua National Bank & Trust Co.
The Canandaigua National Bank & Trust Co. Investment ManagersFinance Provides investment advice | Finance |
JPMorgan Chase & Co.
JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services | Finance |
St. John Fisher College
St. John Fisher College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Canandaigua National Bank & Trust Co. (Invt Mgmt)
The Canandaigua National Bank & Trust Co. (Invt Mgmt) Investment ManagersFinance CNB-IM employs a disciplined approach to investment management that can be tailored to fit their clients’ unique objectives. | Finance |
















