Tompkins Financial advisors welcome new wealth advisor to WNY team

Press Release:

Demonstrating its commitment to upholding high standards of service, Tompkins Financial Advisors (Tompkins) in Western New York has appointed Douglas Kallet to wealth advisor. With years of extensive financial expertise, Kallet will help grow the business and generate more personalized financial solutions for his clients. Additionally, he will work closely with Tompkins’ loyal clients, building on and maintaining customer relationships, while sharing and implementing Tompkins’ extensive services to assist individuals in continuously growing their finances and meeting their financial goals for years to come.

“Doug’s commitment to providing exceptional financial solutions and services matches all of Tompkins’ values,” said James Sperry, senior vice president and managing director for Tompkins’ Financial Advisors Western New York region. “He considers both financial and personal goals of clients, while also embracing a friendly atmosphere, valuable assistance, and excellent financial guidance and direction. He will provide immense value to our team and the company as a whole.”

Kallet joins Tompkins with over 15 years of service in the financial industry with proficiencies in investment management, capital markets, financial services, consulting and commercial finance. He has succeeded in many roles with Western New York-based financial institutions, serving in the enterprise risk management sector of Five Star Bank, as a senior consultant with Actel Advisory Group, and in financial planning, analysis and overseeing treasury management for QED Technologies LLC. Kallet holds a bachelor’s degree in business administration from Le Moyne College and an MBA from the University of Rochester. He currently lives in Pittsford, New York with his wife, Christina, and two daughters.