Bob Case — Chief Client Family Services Officer · Market Street Trust Company

About

As a family office executive and team leader, I am fortunate to work with an exceptional group of professionals who share my commitment to excellence. Together, we combine our diverse expertise to deliver an unparalleled client experience—one that is thorough, relevant, and meticulously tailored to each client’s unique situation. Our collaborative approach allows us to delve deep into what truly matters to our clients, from their financial goals to their legacy.

We are unwavering in our pursuit of excellence, constantly refining our processes and expanding our knowledge to better serve our clients. Whether it’s navigating complex financial landscapes, addressing unforeseen challenges, or planning for future generations, we are there every step of the way, ensuring that our clients feel supported, informed, and confident in their financial journey.

Our mission is clear: to be more than just advisors. We aim to be trusted partners, guiding our clients toward a future that is not only financially secure but also rich in purpose and meaning.

Experience

Chief Client Family Services OfficerCurrent
Market Street Trust Company
Apr 2024 – Present
Financial Advisor / Vice President
Tompkins Financial Advisors · Ithaca, New York Area
Jul 2017 – Dec 2019
I leverage a robust and diverse 20-year banking background to deliver an exceptional, comprehensive financial management experience for my clients and their families. My expertise in both retail and commercial banking provides me with the tools necessary to thoroughly understand a client's financial position, their goals and what is most important to them. Through the utilization of a team of professionals, I guide my clients through the processes of financial planning, retirement planning and investment management.

Education