
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
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
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