TFA Doubles Its Hudson Valley Wealth Management Team

TFA Doubles Its Hudson Valley Wealth Management Team

October 9, 2018 – Tompkins Financial Advisors (TFA) announces a major expansion of its Hudson Valley wealth management team with the addition of three key professionals: Senior Wealth Advisor Larry Gore, Portfolio Manager Allen Margolius, and Wealth Sales Associate Stephanie M. Morales. All three newly appointed team members are based in TFA’s White Plains office.

“With Larry, Allen and Stephanie rounding out Tompkins’ Hudson Valley team, our clients will have deep access to the experience, expertise and insight they needed to fully realize their investment goals,” said William D. Winters, senior vice president, managing director, Hudson Valley, Tompkins Financial Advisors. “We are thrilled to have them on board as we continue to meet the investment needs of our community members.”

About the executives
Senior Wealth Advisor Larry Gore, brings 40 years of wealth management experience to his position, including estate and trust planning, investment management, risk management, business succession, retirement planning and deferred compensation. In his new role, Gore attends to current and potential clients to help them pursue their financial goals through customized investment strategies for enduring wealth, and works with an internal investment committee and external professionals.

Before joining TFA, Gore spent eight years with Wilmington Trust as senior vice president and co-head and prior to that, had an 18-year tenure with UBS as the U.S. head of the Corporate and Executive Services Group, including co-head of UBS Warburg Private Clients Group within the U.S. and a board member of UBS Trust Company.

Gore earned a bachelor’s degree from Lehigh University and a Master in Business Administration from Pace University. He serves on the advisory board for Lehigh University’s College of Business and Economics Center for Financial Services, was previously affiliated with New York University as an Adjunct Assistant Professor of Accounting and lives in Westchester County with his wife and family.

With 18 years of financial management experience, Portfolio Manager Allen Margolius, has a broad knowledge of the investment management industry, including fundamental equity analysis, portfolio construction and management, institutional marketing and client service. At TFA Margolius focuses on developing and implementing investment strategies for individuals and institutional investors. He also works with an internal advisory team and meets with clients to promote, educate, design and review investment portfolios in line with their aims.

Prior to joining TFA, Margolius was an associate portfolio manager and senior vice president of research at Palisade Capital Management. Prior to joining Palisade Capital, he served as managing director, equity research analyst at AG Asset Management, where he was responsible for investment ideas across sectors. Prior to AG, Margolius worked at Credit Suisse Asset Management analyzing financial and competitive positions of venture capital distributions and provided buy and sell recommendations to portfolio managers covering $4 billion in small and mid-capitalization portfolios. Margolius holds an MBA from The Wharton School at the University of Pennsylvania and a BA from Binghamton University. He lives in White Plains with his family.

Wealth Sales Associate Stephanie M. Morales, brings eight years of years of financial services experience to her new position at TFA, including a previous position with Key Private Bank. In her work with TFA, Morales is responsible for client service, account administration and performance reports. She has a Bachelor in Business Economics / Law & Justice from the State University of New York Cortland and a Master in Business Administration from Mercy College. Additionally, Morales completed FINRA Series 6, 63 and holds New York State life and health insurance licenses. She is a member of the Delta Mu Delta Business Honor Society and the Political Science Honorary Society – Pi Sigma Alpha and volunteers as a children’s gymnastics instructor. She lives in Hopewell Junction with her family.

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.

 

By | 2018-10-15T15:15:31+00:00 October 15th, 2018|Member News|0 Comments

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