Urmas Lupkin

Vice President Sales & Marketing

In 2015, Urmas joined the Sgroi Financial team, bringing with him over 30 years of business experience. As a branch manager at M&T Bank, he served as a relationship manager for small businesses and professional banking clients.

With his transition, Urmas continues to work with business owners on all facets including investments, insurance, succession planning as well as their personal financial needs.

Urmas Lupkin

Vice President Sales & Marketing


State University of New York College at Fredonia
Bachelor of Science in Business Administration

Professional Experience

Registered Administrative Representative who currently holds Series 6, Series 63, and Life, Accident & Health licenses

31 year banking career with M&T Bank, including 24 years as a branch manager

Has been with Sgroi Financial since 2015

Contact Information


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Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.

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