Profilo
Prior to joining Canandaigua National Bank in March 2008, Mr. lieb was a Sr. Fiduciary Officer/Relationship Manager for 25 high net worth families & individuals representing $500 million in assets under management.
At part of the Wealth Strategies Group, he advises his clients with planning and managing fiduciary structures representing wealth transfer strategies and philanthropic objectives.
Mr. lieb began his career in financial services at Chase Lincoln First Bank working in Consumer Credit.
In 1986, he joined the Trust & Investment Department, Real Estate Group whereas a licensed Real Estate Broker was responsible for managing a $200 million real estate portfolio.
In 1993, he was appointed to Trust Administrator and in 1996 was promoted to Vice President/ Team Leader where he was responsible for a $250 million portfolios of trust & investment relationships.
In 1997, he joined the JPMorgan Private Bank as a Sr. Fiduciary Manager, where he was responsible for fiduciary & investment accounts totaling $600 million representing multi-generational wealth transfer strategies of 32 families.
Mr. Lieb graduated from Northwood University in 1985 and ABA, Institute of Certified Bankers from Certified Trust and Financial Advisor in 1995.
Precedenti posizioni note di Jim Lieb
| Società | Posizione | Fine |
|---|---|---|
American Bankers Association, Inc.
 American Bankers Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC. | Corporate Officer/Principal | - |
East Tennessee Realtors
 East Tennessee Realtors Real Estate DevelopmentFinance East Tennessee Realtors is a member of the National Association of Realtors (NAR), which is the largest trade association in America representing over 1.5 million members involved in all aspects of the residential and commercial real estate industries. The non-profit company is based in Chicago, IL and has subsidiaries in the United States. The NAR is composed of residential and commercial realtors, who are brokers, salespeople, property managers, appraisers, counselors, and others engaged in all aspects of the real estate industry. Bob Goldberg has been the CEO of the company since 2017. | Corporate Officer/Principal | - |
| The International Association for Financial Planning | Corporate Officer/Principal | - |
The Canandaigua National Bank & Trust Co.
 The Canandaigua National Bank & Trust Co. Investment ManagersFinance The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities. | Corporate Officer/Principal | - |
Formazione di Jim Lieb
| Northwood University (Michigan) | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
The Canandaigua National Bank & Trust Co.
The Canandaigua National Bank & Trust Co. Investment ManagersFinance The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities. | Finance |
American Bankers Association, Inc.
American Bankers Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC. | Commercial Services |
| The International Association for Financial Planning | |
East Tennessee Realtors
East Tennessee Realtors Real Estate DevelopmentFinance East Tennessee Realtors is a member of the National Association of Realtors (NAR), which is the largest trade association in America representing over 1.5 million members involved in all aspects of the residential and commercial real estate industries. The non-profit company is based in Chicago, IL and has subsidiaries in the United States. The NAR is composed of residential and commercial realtors, who are brokers, salespeople, property managers, appraisers, counselors, and others engaged in all aspects of the real estate industry. Bob Goldberg has been the CEO of the company since 2017. | Finance |
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