CoverProfile

James Sperry

Senior Vice President & Managing Director

Tompkins Financial Corporation

United States, New York, Rochester

About Me

Jim Sperry is a senior vice president and managing director for Tompkins Financial Advisors. He is responsible for establishing and executing the wealth management strategy for the western New York region. With more than 20 years of experience in consulting, business development and new venture creation, Jim was named managing director in 2016. Prior to his new role, he was vice president of Tompkins Insurance Advisors and directed the risk management group where his primary role was to lead the growth of that practice area. He worked with high net worth families, executives and business owners to help them protect and grow their assets, transition their businesses, and secure their legacies
View more

Profile Information

Senior Vice President & Managing Director

Tompkins Financial Corporation

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Rochester

New York

United States

May 15, 2024

More profiles to browse

Profile Photo
Allen Margolius
Vice President, Portfolio Manager and Member of Investment Committee
Profile Photo
Eric Fitzpatrick
Assistant Vice President and Investment Research Analyst and Trader/Analyst
JP
John Poli
Vice President & Senior Trust Officer
Profile Photo
Michael Lawhead
Vice President, Portfolio Manager

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST