TOMPKINS FINANCIAL ADVISORS WELCOME WEALTH ADVISOR, EXPANDING WEALTH MANAGEMENT SERVICES IN THE HUDSON VALLEY
Expanding its leadership team and wealth management services for Hudson Valley-based clients, Tompkins Financial Advisors (Tompkins) has welcomed Derick Ansah to the team as a wealth advisor. Ansah will be based in the Mount Kisco office and comes to the company with over 10 years of experience serving ultra-high-net-worth clients. His expertise will offer Tompkins’ clients additional services in financial planning, investment management, and trust and estate planning.
“As Tompkins grows, our teams must grow with us,” said Bill Winters, managing director, and senior vice president at Tompkins Financial Advisors. “Derick’s years of experience will suit our clients’ needs perfectly, allowing us to expand the services we offer and the quality advice and dedication they receive.”
As a wealth management professional, Anash previously served as a portfolio manager at AlTi Tiedemann Global, a senior wealth planning advisor at UBS covering financial markets throughout White Plains, Long Island, and Connecticut, as well as a registered client service associate at Morgan Stanley.
A graduate of Purchase College, Derick holds a Bachelor of Science in Economics. He resides in Mount Vernon, New York, where he is a member of the Union League Club in New York City.
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. Locations include Ithaca, NY; Rochester, NY; Buffalo, NY; Mt. Kisco, NY; Wyomissing, PA, and Blue Bell, PA. Wealth Advisors also are available by appointment at Tompkins Community Bank affiliate locations. For more information, visit www.tompkinsfinancialadvisors.com or follow the firm on LinkedIn.
Similar Member News Items
Join us for a day tailored for small business owners at any stage of their journey. Get essential insights and expert advice on securing funding and accessing resources to achieve your business goals. You will leave with a clear understanding about how to obtain funds to grow your business. Expert advice + Accessing resources + […]
Fullerton Beck successfully opposed a motion for summary judgment filed by a plaintiff in a rear-end collision accident on a major highway. Partners Philip DeNoia and Edward Guardaro recently represented an insured client in the case, in which the plaintiff’s counsel filed an early motion for summary judgment on liability prior to depositions. Such motions […]
Yankwitt LLP prevailed on a Motion for Judgment on Pleadings in a case brought against a United States Park Police Officer pursuant to Bivens v. United States, a U.S. Supreme Court case that recognizes an injured person’s right to be protected from unreasonable searches and seizures. The plaintiff asserted claims of excessive force, false arrest, […]
Become A Member
Join the county’s largest and most influential business organization today.
JOIN NOW!
Leave a Comment
You must be logged in to post a comment.