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Kathleen Whelehan

President and CEO, The Upstate National Bank

Years in current role: 11

What has been your organization’s biggest success over the past year?

Offering remote work gave us the opportunity to tap a national talent pool.

What are your expectations for the next 6-12 months?

I expect continued pressure and uncertainty about rates, both on the loan and deposit side.

What advice would you give somebody just starting out in your industry?

Be aware of trends in the financial services industry on a global, not just domestic, basis.

What is one personal goal you have for the next year?

Find consistent volunteer work to include my children and grandchildren.

What are your favorite things about Rochester?

Four seasons! Accessibility. Colleges/universities. Historic architecture. Committed developers.

This profile is part of Rochester Business Journal's Power 30 Banking & Finance list for 2022. Information used in this profile was sourced from the honoree. View the full list at


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