Tompkins Financial Advisors has expanded its capabilities for specialized portfolio management and investment strategies in Central New York with the hiring of Tamer N. Elshourbagy as the company’s Portfolio Manager.
Elshourbagy will be a key member of the Tompkins Financial Advisors Investment Committee. He will be responsible for developing and implementing investment strategies for individuals and institutional investors. Elshourbagy will also serve as an investment advisor supporting the Tompkins Financial Advisors business development team and will assist in directing the investment strategy across the Tompkins portfolio offerings.
“Our clients will benefit from Tamer’s experience as a research analyst, and his ability to develop customized investment strategies,” said Kara Pass, Tompkins Financial Advisors Managing Director for Central New York. “Like every member of our team, Tamer will be focused on understanding our clients’ complete financial picture so we can provide the wealth management strategies that make a meaningful difference in their lives.”
Elshourbagy has nearly twenty years of investment research, client management and portfolio management experience. He holds a Bachelor of Science in Finance from Pennsylvania State University. Tamer most recently held a position with John G. Ullman & Associates as Portfolio Manager and Lead Equity Analyst.
Elshourbagy lives in Horseheads, NY with his wife Stephanie.