Broker Check

Tamer N. Elshourbagy

TAMER N. ELSHOURBAGY

Andrew M. DeFran

Tamer Elshourbagy is a vice president and senior portfolio manager for Tompkins Financial Advisors. Tamer joined Tompkins in 2017 and is responsible for developing, implementing, and managing investment strategies for individuals and institutional clients. 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 more than two decades of investment experience in portfolio management and fundamental investment research to his role. Prior to joining Tompkins, he served as portfolio manager and head of research for John G. Ullman & Associates with oversight of $1 billion in assets under management. Tamer also spent over 10 years with Brandywine Global Investment Management as lead equity analyst for the firm’s large cap value strategies with assets under management of $7 billion.

He currently serves on the board of directors for the Women’s Opportunity Center and Tompkins County Youth Services.

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

Tamer and his family reside in Ithaca, New York.

Education & Certifications

BS, Finance, Pennsylvania State University

PREVIOUS EXPERIENCE

Portfolio Manager; Head of
Research
John G. Ullman & Associates

Portfolio Manager; Analyst
Vette Capital

Equity Analyst
Brandywine Global Investment
Management

AFFILIATIONS & MEMBERSHIPS

Women’s Opportunity Center
Tompkins County Youth Services