ITHACA — Tompkins Financial Advisors announced it has promoted three employees. Tara T. Masters has been promoted to SVP and chief operating officer. Masters, with Tompkins since 2000, has previously served in the trust department as VP, head of operations, and senior trust advisor. She was responsible for trust and estate administration and providing fiduciary services […]
ITHACA — Tompkins Financial Advisors announced it has promoted three employees.
Tara T. Masters has been promoted to SVP and chief operating officer. Masters, with Tompkins since 2000, has previously served in the trust department as VP, head of operations, and senior trust advisor. She was responsible for trust and estate administration and providing fiduciary services to independent investment advisors. A graduate of Ithaca College, Masters has also served on several boards within Tompkins County and New York state.
Michelle Bunner was promoted to trust officer. With a JD from the University of Pittsburgh School of Law, Bunner has been responsible for developing estate-planning strategies for clients since joining Tompkins in October. Bunner is a member of the Estate Planning Council of Tompkins County.
Tamer N. Elshourbagy was named AVP, portfolio manager. Elshourbagy, with Tompkins since January, is a member of the Tompkins Financial Advisors Investment Committee and assists in directing the investment strategy across the Tompkins portfolio.
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ITHACA — Tompkins Financial Advisors announced it has promoted three employees.
Tara T. Masters has been promoted to SVP and chief operating officer. Masters, with Tompkins since 2000, has previously served in the trust department as VP, head of operations, and senior trust advisor. She was responsible for trust and estate administration and providing fiduciary services to independent investment advisors. A graduate of Ithaca College, Masters has also served on several boards within Tompkins County and New York state.
Michelle Bunner was promoted to trust officer. With a JD from the University of Pittsburgh School of Law, Bunner has been responsible for developing estate-planning strategies for clients since joining Tompkins in October. Bunner is a member of the Estate Planning Council of Tompkins County.
Tamer N. Elshourbagy was named AVP, portfolio manager. Elshourbagy, with Tompkins since January, is a member of the Tompkins Financial Advisors Investment Committee and assists in directing the investment strategy across the Tompkins portfolio.
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ITHACA — Tompkins Financial Advisors announced it has promoted three employees. Tara T. Masters has been promoted to SVP and chief operating officer. Masters, with Tompkins since 2000, has previously served in the trust department as VP, head of operations, and senior trust advisor. She was responsible for trust and estate administration and providing fiduciary services […]
ITHACA — Tompkins Financial Advisors announced it has promoted three employees.
Tara T. Masters has been promoted to SVP and chief operating officer. Masters, with Tompkins since 2000, has previously served in the trust department as VP, head of operations, and senior trust advisor. She was responsible for trust and estate administration and providing fiduciary services to independent investment advisors. A graduate of Ithaca College, Masters has also served on several boards within Tompkins County and New York state.
Michelle Bunner was promoted to trust officer. With a JD from the University of Pittsburgh School of Law, Bunner has been responsible for developing estate-planning strategies for clients since joining Tompkins in October. Bunner is a member of the Estate Planning Council of Tompkins County.
Tamer N. Elshourbagy was named AVP, portfolio manager. Elshourbagy, with Tompkins since January, is a member of the Tompkins Financial Advisors Investment Committee and assists in directing the investment strategy across the Tompkins portfolio.
