Broker Check

Wealth Management Team

President 

Wealth Management Team

Brian A. Howard, CFP®

President 
Tompkins Financial Advisors

Central New York

Wealth Management Team

Rusdi Sumner

Vice President
Managing Director

 

Wealth Management Team

Jennifer Alfieri

Vice President
Chief Fiduciary Officer

 

Wealth Management Team

Karen E. Ashley+

Wealth Management Assistant

 

Wealth Management Team

Robert E. Bittner+

Assistant Vice President
Wealth Advisor

 

Wealth Management Team

Michelle Ochs

Trust Officer

 

Wealth Management Team

Bob Case

Vice President
Wealth Advisor 

 

Wealth Management Team

Tamer Elshourbagy

Portfolio Manager

 

Wealth Management Team

Matthew Forney, CFP®+

Assistant Vice President
Wealth Advisor 

Kayla M. Lyon

Kayla M. Lyon

Wealth Management Associate

 

Wealth Management Team

Melissa M. MacArthur

Senior Trust Associate

 

Wealth Management Team

William Murphy, CFP®+

Vice President
Sr. Wealth Advisor

 

Wealth Management Team

John A. Poli, CLU®, ChFC®, AEP®

Vice President
Sr. Trust Officer

 

 Wealth Management Team

Don S. Stewart

Senior Trust Advisor

 

Wealth Management Team

Teresa Thresher-Oplinger

Trusts and Estates Senior Associate

 

Wealth Management Team

Michael J. Zoanetti, CFP®+

Vice President
Sr. Wealth Advisor

 

Western New York


Geoff Blyth

Senior Vice President
Chief Investment Officer
Portfolio Manager

 

Wealth Management Team

James Sperry+

Senior Vice President
Managing Director

 

Wealth Management Team

Megan E. Burke, CFP®+

Vice President
Sr. Wealth Advisor

 

Wealth Management Team

Lynn M. Carleton

Vice President
Trust Officer

 

Wealth Management Team

Anthony L. Gugino, CFP®+

Executive Vice President
Sr. Wealth Advisor

 

Wealth Management Team

Brittany L. Hubbell

Wealth Management Assistant

 

Wealth Management Team

John Knisley

Financial Planner

 


Lauren Kolb

Senior Vice President
Senior Wealth Advisor

 

Wealth Management Team

Amanda Luebstorff

Wealth Management Associate
Wealth Advisor 


Wealth Management Team

Joe Monteleone®+

Assistant Vice President
Wealth Advisor

 

Wealth Management Team

Pamela Rudolph

Financial Consultant

 

Wealth Management Team

Kathryn L. Shirer, CFP®+

Vice President
Sr. Wealth Advisor

 

Wealth Management Team

Mary C. Szabat, CFP®

Vice President
Senior Wealth Advisor

 

Wealth Management Team

Ethan Spelman+

Vice President
Senior Wealth Advisor

 

Wealth Management Team

Travis R. White+

Financial Advisor

 

Hudson Valley, New York

Wealth Management Team

William D. Winters+

Senior Vice President
Managing Director

Wealth Management Team

John P. Genn III, CTFA®, AEP®

Vice President, Sr Trust Officer

 

Wealth Management Team

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

Wealth Management Team

William D. Winters+

Senior Vice President
Managing Director

 

Wealth Management Team

Kevin Grant+

Senior Wealth Advisor

 


Debra K. Kemmerer+

Wealth Management Associate

 

Wealth Management Team

Ryan McCallum, CRPC®+

Assistant Vice President
Wealth Advisor

 

Wealth Management Team

Gwen Werner+

Wealth Management Assistant

 

Wealth Management Team

Timothy West+

Wealth Advisor

 

Investment Strategy

Wealth Management Team

Victor Hugo Marin+

Investment Analyst & Trader

 


Operations

Wealth Management Team

Tara T. Masters, CTFA®

Senior Vice President
Chief Operations Officer

 

Wealth Management Team

Tami Amici, CTFA®

Vice President
Trust Tax and Estate Officer

 

Wealth Management Team

Stacy Bertot

Assistant Vice President
Senior Wealth Management Administrator

 

Wealth Management Team

Stacey Brown

Senior Trust Operations Investment Associate

 

Wealth Management Team

Lynn Davenport

Trust Securities Associate

 

Wealth Management Team

Lisa Anne Leonardo

Vice President

Manager of Trust Operations

 

Wealth Management Team

Bridget Lorow

Trust Associate

 

Wealth Management Team

Erin Skinner

Trust Operations Associate

 

Wealth Management Team

Christine Snyder

Tax Accountant

 

Wealth Management Team

Patricia Thornton

Senior Trust Operations Investment Associate