Stephen Burns

Stephen Burns

Stephen Burns, CFA®, is a Wealth Advisor with Tompkins Financial Advisors, serving
clients from the Plymouth Meeting, Pennsylvania office. With more than 20 years
of banking and investment management experience, Stephen specializes in helping
high-net-worth individuals, families, business owners, endowments, foundations
and trusts navigate complex financial decisions and pursue their long-term wealth
management goals. Drawing on deep expertise in asset allocation, investment policy
development, portfolio construction, manager selection and portfolio management,
he delivers customized strategies tailored to each client’s unique objectives and
financial circumstances.

Stephen takes a client-focused approach to wealth management, emphasizing
personalized guidance and thoughtful investment solutions. Throughout his career,
he has helped clients navigate changing market environments while maintaining
focus on their objectives and priorities. His experience spans both public and
private markets, providing clients with the benefit of broad institutional investment
knowledge and disciplined portfolio oversight.

Prior to joining Tompkins Financial Advisors, Stephen served as Principal and
Institutional Portfolio Manager at F.L. Putnam, where he helped support and
formalize the firm’s institutional business line. Before that, he spent more than a
decade with The Glenmede Trust Company as Managing Director of Endowments
and Foundations, overseeing approximately $800 million in assets under
management for charitable organizations and foundations. Earlier in his career,
he held investment and research positions with The Bryn Mawr Trust Company,
Davidson Trust Company and The Haverford Trust Company.

Stephen earned a Bachelor of Science degree in Finance and Management from
Georgetown University. He is a Chartered Financial Analyst (CFA®) and an active
member of both the CFA Institute and the CFA Society of Philadelphia. Outside of
work, he serves on the board of the Forman S. Acton Educational Foundation and
volunteers as a youth sports coach. He resides in West Chester, Pennsylvania.