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Catherine L. Haupert, CFP®, CTFA

Catherine L. Haupert, CFP®, CTFA

Catherine Haupert

Catherine Haupert is vice president and senior trust officer for Tompkins. She is responsible working with clients to determine their investment needs and implementing a plan of management for their assets to meet their goals. With over 26 years of experience working for Tompkins, Cathy has held several positions within the company, including Branch Supervisor, Registered Representative for INVEST Financial Corporation and Trust Officer. Previously, she served for 12 years in the health insurance industry. Cathy enjoys traveling, gardening, wine making and tasting, and her grandchildren.

Education & Certifications

Certified Financial Planner (CFP®) designation

Certified Trust and Financial Advisor (CTFA) designation

PREVIOUS EXPERIENCE

Blue Shield of Western New York, Upstate Medicare Division

Aetna Life & Casualty

AFFILIATIONS & MEMBERSHIPS

Board Member
Tompkins County Chamber of Commerce

Member
Estate Planning Council of Tompkins County

Member
Ithaca Rotary

Treasurer
Ithaca Rotary Charitable Trust

Member
Ithaca Downtown Business Women

Volunteer
Suicide Prevention Foundation