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RBJ’s Power 30 Banking & Finance

The Rochester Business Journal’s inaugural Power List program continues this week with our Power 30 Banking & Finance.

Ben Jacobs

Ben Jacobs

The list includes individuals who have spent the past 20 months helping members of the Rochester community navigate increasingly uncertain financial circumstances.

The people on this list have helped Rochester’s banking and finance industry reimagine itself to serve customers virtually, keep businesses open and keep families in their homes. They have kept their clients apprised of new rules and regulations, financing options, investment opportunities and more. They have pushed innovation forward to deal with the challenges of COVID-19 and have led the way through a period of tremendous uncertainty.

As with our previous Power Lists, this one is presented in alphabetical order. And again, rather than tell you about all of these power players’ accomplishments and accolades, we decided to give them a chance to tell you more about themselves through their answers to a few different questions.

I welcome any feedback you have at [email protected].

Ben Jacobs
Associate Publisher and Editor

Power 30 Banking & Finance 2021

Laurie Baker
The Summit Federal Credit Union

Marty Birmingham
Five Star Bank

Dan Burns
M&T Bank

Nancy Catarisano
Insero

John DiPasquale
Cobblestone Capital Advisors

Mike Donoghue
Premium Mortgage Corporation

James Gould
Alesco Advisors LLC

Frank Hamlin
Canandaigua National Bank

Pamela Heald
Reliant Community Credit Union

Doug Hendee
Brighton Securities

Wayne Holly
Sage Rutty & Co. Inc.

Mark Kovaleski
Mengel Metzger

Daniel J. Lippincott
Karpus Investment Management

Faheem Masood
ESL Federal Credit Union

Colleen Matteson
Bank of America

Marc Mayer
Manning & Napier

John McKenna
Tompkins Bank of Castile

Christopher Mueller
Merrill Lynch

Phil Muscato
KeyBank

David Nasca
Evans Bank

Nannette Nocon
Nocon & Associates, Ameriprise Financial

Peter Noto
Wells Fargo

Phil Pecora
Genesee Regional Bank

John Powers
Morgan Stanley

Michael Russo
Freed Maxick

Elizabeth Thorley
Thorley Wealth Management Inc.

Matt Tipple
JPMorgan Chase

Lori Van Dusen
LVW Advisors

Kathleen R. Whelehan
The Upstate National Bank

Bruce Zicari
Bonadio

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