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Michael T. Donoghue

Michael T. Donoghue CEO, Premium Mortgage Corporation Years in current role: 21 What do you enjoy most about your role? Each and every customer has a unique set of circumstances and that brings unique and different problems. The satisfaction of ...

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Dan Lippincott

Dan Lippincott President & Chief Investment Officer, Karpus Investment Management Years in current role: 1 as President (18 at KIM) What do you enjoy most about your role? My passion lies in identifying undervalued investments that may be overlooked, developing ...

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John M. Powers

John M. Powers Executive Director, Complex Manager, Morgan Stanley Years in current role: 15 What do you enjoy most about your role? Working with our Financial Advisors and clients. What has been the biggest challenge you’ve dealt with over the ...

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Jim Gould

Jim Gould President, Alesco Advisors LLC Years in current role: 21 What do you enjoy most about your role? I love spending time with Alesco’s clients. Our firm is fortunate to work with both institutional and individual clients and I ...

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Frank H. Hamlin III

Frank H. Hamlin III President & CEO, Canandaigua National Bank & Trust Co. Years in current role: 8 What do you enjoy most about your role? CNB has pulled together a spectacular group of employees, and working with them day ...

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Nannette Nocon

Nannette Nocon Private Wealth Advisor, Nocon & Associates, a private wealth advisory practice of Ameriprise Financial Services LLC Years in current role: 37 What do you enjoy most about your role? I love being able to help clients find financial ...

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Marc Mayer

Marc Mayer Chairman and CEO, Manning & Napier Years in current role: 3 What do you enjoy most about your role? By far the most satisfying element of being a wealth and asset manager is helping our clients — families, ...

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Bruce Zicari

Bruce Zicari CEO & Managing Partner. The Bonadio Group Years in current role: 3.5 What do you enjoy most about your role? I truly love working with so many smart, energetic, passionate, and dedicated professionals. The people at The Bonadio ...

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Kathleen Whelehan

Kathleen Whelehan President and CEO, The Upstate National Bank Years in current role: 11 What do you enjoy most about your role? With a small bank, everything you do has an immediate impact on the bottom line, and that’s very ...

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Elizabeth Thorley

Elizabeth Thorley Founder & CEO, Thorley Wealth Management, Inc. Years in current role: 10 What do you enjoy most about your role? Helping people reach their most important financial goals. There is great satisfaction in knowing you have helped clients ...

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Faheem Masood

Faheem Masood President and CEO, ESL Federal Credit Union Years in current role: 6 What do you enjoy most about your role? Definitely the relationships and people I get to work with. Whether it’s my wonderful colleagues at ESL or ...

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Colleen Matteson

Colleen Matteson President, Rochester NY, Bank of America Years in current role: 10 What do you enjoy most about your role? Connecting businesses, families and individuals to the banking and investment teams at Bank of America that will help improve ...

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Laurie Baker

Laurie Baker President and CEO, The Summit Federal Credit Union Years in current role: 2 What do you enjoy most about your role? Being a credit union CEO allows me the opportunity and leverage to make a difference every day ...

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Douglas Hendee

Douglas Hendee Chief Sales Officer CFP, Brighton Securities What do you enjoy most about your role? With the help of the others on our management team we are able to chart the course of the firm and guide our employees ...

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