Brian A. Howard

Tompkins Wealth Management, Inc. (do-business-as Tompkins Financial Advisors) is a wealth management firm headquartered in Pittsford, New York. The firm is a subsidiary of TFA Management, Inc., which is owned by Tompkins Financial Corp. (NYSE: TMP). Tompkins Financial Advisors provides customized wealth management, financial planning, and trust solutions for individuals and businesses.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.