Andrew Michael DeFran

Corporate Officer/Principal chez Tompkins Community Bank

Profil

Mr. Andrew M.
DeFran is Trader & Analyst at Tompkins Trust Co. He manages the portfolios of trust clients by maintaining proper asset allocation through trading with consideration to tax consequences and cash flow needs.
As a member of the investment committee, he works with the group to evaluate Tompkins Strategies Model Portfolio holdings through constant monitoring and research.
He works closely with the CIO, Chris Kim, to administer the Tompkins Financial Advisor’s investment program in a supporting capacity.
He joined Tompkins in 2014.
He received his undergraduate degree from Western Michigan University.
As a Chartered Retirement Planning Councilor, he is certified by the College for Financial Planning, one of the most respected professional organizations in the financial services industry.

Postes actifs de Andrew Michael DeFran

Sociétés	Poste	Début
Tompkins Community Bank	Corporate Officer/Principal	01/01/2014