News
July 30th, 2026
Tompkins Financial Advisors Named as Our New Investment Advisors
The Community Foundation of Tompkins County has announced that it has selected Tompkins Financial Advisors as its new investment advisor, effective June 3, 2026.
The decision follows a thorough review process conducted by the Foundation’s Financial Administration Committee and Board of Directors. Tompkins Financial Advisors will provide investment management and advisory services for the Foundation’s endowment and other invested assets, currently more than $24 million, helping to support the organization’s long-term mission of strengthening communities throughout Tompkins County.
“Our investment portfolio plays a critical role in sustaining the charitable resources that support local mission driven organizations and community initiatives, and our donors hold us accountable for growing their gifts so that we can meet increasing local needs,” said George Ferrari, president, Community Foundation. “We are confident that Tompkins Financial Advisors brings the expertise, fiduciary discipline and commitment to community values that will help us steward these assets responsibly for generations to come.”
Tompkins Financial Advisors provides comprehensive investment management and wealth advisory services to individuals, families, businesses, and nonprofit organizations. The firm’s commitment to environmental, social, and governance (ESG) principles, combined with its history of partnering with organizations that address critical community needs, its culture of volunteerism, and its deep regional roots, were important considerations in the Foundation’s selection process.
“At its core, this partnership is about community, ensuring that today’s generosity continues to make a difference tomorrow,” said Jennifer Green, senior vice president and managing director at Tompkins Financial Advisors. “The Community Foundation plays an essential role in connecting giving with local need. We’re proud to support that work and the Community Foundation’s legacy by helping grow the resources that make lasting impact possible.”
The Community Foundation of Tompkins County manages charitable funds established by individuals, families, businesses, and organizations to address current and emerging community needs. Investment returns generated by these funds help ensure lasting support for the amazing array of mission driven nonprofit organizations, and community initiatives throughout the region.
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.