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Tara T. Masters, CTFA®

Tara T. Masters, CTFA®

Tara Masters

Tara Masters is vice president, head of operations and senior trust officer for Tompkins Financial Advisors. She is responsible for trust and estate administration as well as advising current and potential clients on the benefits of working with a corporate fiduciary and professional investment manager. Tara’s role encompasses providing fiduciary services to independent investment advisors whose clients have need of a corporate trustee. Tara joined Tompkins Trust Company in 2000 following four years in trust and estate administration at a Rochester-area community bank. Since joining Tompkins, Tara has held several positions within the Trust Department, including Retirement Specialist and Trust Operations Manager. In her role, Tara helps clients plan for the preservation and transfer of wealth, working alongside a team of trusted financial advisors, which may include attorneys, accountants and risk managers. Tara previously served as President of the Trumansburg Central School Foundation, President of the Community Arts Partnership of Tompkins County, Inc. and its predecessor, The Arts Council for Tompkins County, Treasurer of the Taughannock Soccer Club, Board member of the Food Bank of the Southern Tier, as well as a member of the United Way of Tompkins County’s Allocation Committee and fundraiser for the Hospicare and Palliative Care Services of Tompkins County.

Education & Certifications

BS, Ithaca College

Certified Trust and Financial Advisor (CTFA®) designation

Trust and Estate administration education with the New York Bankers Association and Cannon Financial Institute

PREVIOUS EXPERIENCE

Trust and Estate Administrator
Canandaigua National Bank

AFFILIATIONS & MEMBERSHIPS

Chair
Trust and Estate Administration Committee of the New York Bankers Association

Board of Directors
Tompkins County Estate Planning Council