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Tamer N. Elshourbagy

TAMER N. ELSHOURBAGY

Andrew M. DeFran

Tamer Elshourbagy is an assistant vice president and portfolio manager for Tompkins Financial Advisors. He is responsible for developing and implementing investment strategies for individuals and institutional investors. He works closely with an internal team of advisors, and meets with clients to promote, educate, design and review investment portfolios that meet client objectives. As a member of the investment committee, Tamer is responsible for helping direct the investment strategy across Tompkins portfolio offerings.

Tamer brings nearly 20 years of investment research, client management and portfolio management experience to his role. Prior to joining Tompkins, Tamer most recently served as portfolio manager and lead equity analyst with John G. Ullman & Associates. Within that role, he delivered a portfolio performance of 13.5 % for 2016 and outperformed the Russell 3000 Index by 100 basis points.*

Tamer earned his bachelor’s degree in Finance from the Pennsylvania State University.

Tamer and his family live in Horseheads, N.Y

Education & Certifications
  • BS, Finance, Pennsylvania State University
PREVIOUS EXPERIENCE
  • Portfolio Manager; Lead Equity Analyst
    John G. Ullman & Associates