Brian A. Howard, CFP®
President
Tompkins Financial Advisors
Wealth Management Team
President
Central New York
Rusdi Sumner
Vice President
Managing Director
Jennifer Alfieri
Vice President
Chief Fiduciary Officer
Karen E. Ashley+
Wealth Management Assistant
Robert E. Bittner+
Assistant Vice President
Wealth Advisor
Tamer Elshourbagy
Portfolio Manager
Matthew Forney, CFP®+
Assistant Vice President
Wealth Advisor
Kayla M. Lyon
Wealth Management Associate
Stacie Mastin
Vice President
Wealth Advisor
William Murphy, CFP®+
Vice President
Sr. Wealth Advisor
Michael J. Zoanetti, CFP®+
Vice President
Sr. Wealth Advisor
Western New York
Geoff Blyth
Senior Vice President
Chief Investment Officer
Portfolio Manager
James Sperry+
Senior Vice President
Managing Director
Megan E. Burke, CFP®+
Vice President
Sr. Wealth Advisor
Anthony L. Gugino, CFP®+
Executive Vice President
Sr. Wealth Advisor
Brittany L. Hubbell
Wealth Management Assistant
John Knisley
Financial Planner
Lauren Kolb
Senior Vice President
Senior Wealth Advisor
Amanda Luebstorff
Wealth Management Associate
Wealth Advisor
Joe Monteleone®+
Assistant Vice President
Wealth Advisor
Pamela Rudolph
Financial Consultant
Kathryn L. Shirer, CFP®+
Vice President
Sr. Wealth Advisor
Ethan Spelman+
Vice President
Senior Wealth Advisor
Travis R. White+
Financial Advisor
Hudson Valley, New York
William D. Winters+
Senior Vice President
Managing Director
Steven K. Shepherd+
Wealth Advisor
Lawrence E. Gore
Senior Vice President
Senior Wealth Advisor
Allen Margolius
Assistant Vice President
Portfolio Manager
Stephanie M. Morales
Wealth Management Associate
Michael Ziminsky
Wealth Management Associate
Southeastern Pennsylvania
Francis Post
Vice President
Managing Director
Kevin Grant+
Senior Wealth Advisor
Debra K. Kemmerer+
Wealth Management Associate
Ryan McCallum, CRPC®+
Assistant Vice President
Wealth Advisor
Gwen Werner+
Wealth Management Assistant
Timothy West+
Wealth Advisor
Investment Strategy
Victor Hugo Marin+
Investment Analyst & Trader
Operations
Tara T. Masters, CTFA®
Senior Vice President
Chief Operations Officer
Stacy Bertot
Assistant Vice President
Senior Wealth Management Administrator
Christine Snyder
Tax Accountant