Skip to Content
Author: The BCW

Leave a Comment

ALISSANDRATOS OF TOMPKINS FINANCIAL ADVISORS EARNS TRUST CERTIFICATION

HUDSON VALLEY, NY, JUNE 29, 2016 – Tompkins Financial Advisors, the wealth management firm of Tompkins Financial Corporation, with locations throughout Dutchess, Putnam and Westchester counties, has announced that Dimitrios J. Alissandratos, a wealth management associate with the firm, has earned his certification in trust administration through the New York Bankers Association.

As part of the four-day intensive certification process, which concentrated on practical and technical areas of trust administration, Alissandratos attended lectures and participated in small group discussions led by trust professionals from across the nation, including topics on types of trusts, transfer taxes, investments, trust document analysis, relationship management and other subjects.

“Through the trust certification process, I developed a greater knowledge of trust administration, compliance and investing, all of which have contributed my standing as a wealth management associate now and in the future,” said Alissandratos. “More than that, I connected with peers, expanding my social and business networks, for a broader professional reach and presence.”

About Tompkins Financial Advisors:
Tompkins Financial Advisors is the wealth management firm of Tompkins Financial Corporation, a leading New York State-based financial services holding company. With more than a century of experience, Tompkins Financial Advisors provides customized wealth management strategies. In the Hudson Valley region, the firm has locations in Westchester, Putnam and Dutchess counties. Other locations include Rochester, NY; Ithaca, NY; Wyomissing, PA and Blue Bell, PA. Wealth Advisors also are available by appointment at Tompkins Financial affiliate locations, including Tompkins Mahopac National Bank, Tompkins Bank of Castile, Tompkins Trust Company, Tompkins VIST Bank and Tompkins Insurance Agencies. For more information, visit www.tompkinsfinancialadvisors.com or follow the firm on LinkedIn.

Investments are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.

Similar Member News Items

The Hudson River Museum is proud to announce we have won Best of Westchester awards for the seventh consecutive year. For 2024, the Museum has been awarded the Editor’s Pick for Best Exhibition (South County) for Kengo Kito: Unity on the Hudson–the inaugural show in the Museum’s new West Wing– and the Readers’ Picks for […]

Read Article

We are pleased to invite you to our educational event “Behaviors Associated with Early to Moderate Alzheimer’s Disease”. This event aims to provide essential insights, practical tips, and resources to help you navigate the complexities of caregiving for individuals with Alzheimer’s. Alzheimer’s disease presents unique challenges, for both caregivers and their loved ones. Behaviors such […]

Read Article

Christa Daniello, VP of Sales at The Osborn, was presented the James Sanderson Memorial Award from Kristen Myers, Chief Operating Officer of LeadingAge New York. Matt Anderson, President and CEO of The Osborn, was also present for the celebration. This award, which is named for the late Jim Sanderson, LeadingAge New York’s longtime counsel and […]

Read Article

Become A Member

Join the county’s largest and most influential business organization today.

JOIN NOW!
The Business Council of Westchester is committed to helping businesses market, learn, advocate, and grow. Over 80 events and programs are offered every year, giving our members ample opportunity to connect and meet with businesses representatives in the Westchester community and beyond.
Back to top