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Tompkins Financial Advisors names Green CNY managing director

By Adam Rombel (arombel@cnybj.com)

Date:

ITHACA, N.Y. — Tompkins Financial Advisors announced it has recently promoted Jennifer Green to VP and managing director of its Central New York region.

In this post, based in Ithaca, Green is responsible for growing the number of customers and assets under management in the region by “ensuring each of the company’s team of advisors provides clients with the highest level of care,” the company said. She previously served as a senior wealth advisor and sales manager with Tompkins Financial Advisors, responsible for the growth of its Syracuse market.

“We had been carefully considering who would be ideal for this leadership position,” Brian Howard, president of Tompkins Financial Advisors and previous interim managing director for the CNY region, said in a release. “Jennifer has proven to be an invaluable asset to the company, as well as her team members, and has earned the respect of our clients and internal teams alike. She has deep connections in Central New York, a clear vision for growth and a passion for client service, so we know she’ll thrive in this position.” 

A resident of Marcellus, Green has 20 years of experience in wealth management and financial services. Recently, she authored an article, titled “Post-Pandemic Money Moves: Financial Considerations for Business Owners & Leaders,” published in the April 26 issue of CNYBJ.

Prior to joining Tompkins Financial Advisors, Green served as managing director of Stratos Wealth Partners. She has also worked in several leadership roles at MetLife, most recently as regional director for the northeast, and in various roles at HSBC Bank and ADP. 

Green holds an associate degree from Onondaga Community College. Active in her community, she served several years as an active board member for March of Dimes’ Central New York Chapter, leading its annual Bikers for Babies Ride and other fundraising efforts. 

Tompkins Financial Advisors is the wealth-management firm of Tompkins Financial Corp. (NYSE: TMP) a banking and financial-services holding company headquartered in Ithaca. In business for more than a century, Tompkins Financial Advisors says it provides customized wealth-management strategies. Its locations include Ithaca, Rochester, and Buffalo. Wealth advisors are also available by appointment at Tompkins Financial affiliate locations, including branches of Tompkins Trust Company, Tompkins Mahopac Bank, Tompkins Bank of Castile, Tompkins VIST Bank, and Tompkins Insurance Agencies.        

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