Tom Smith Email & Phone Number

Tom Smith

Director Of Business Development at EQM Capital LLC | Carlsbad, California, United States

Tom Smith Socials
About Tom Smith

Tom Smith serves as the Director of Business Development at EQM Capital LLC, where he leverages his extensive background in finance to drive strategic growth and enhance client relationships. With a robust foundation as an Analyst and Portfolio Manager, Tom has honed his expertise across all sectors, focusing on companies with market capitalizations exceeding $1 billion. His analytical prowess and deep understanding of securities and hedge funds enable him to provide valuable insights and tailored investment strategies to Registered Investment Advisors (RIAs).

In his current role, Tom is instrumental in developing and implementing customized outsourced model portfolio solutions that cater specifically to the diverse needs of RIAs and their clients. These model portfolios encompass a range of asset classes, including equity, fixed income, alternative investments, and thematic strategies, ensuring that each solution aligns with the unique objectives of high net worth individuals and institutional accounts. His superlative track record in winning finals presentations against industry giants such as Janus, Marsico, JPMorgan, and Fidelity underscores his ability to articulate value propositions effectively and build trust with prospective clients.

Tom's extensive client service experience positions him as the primary contact for both institutional and high net worth accounts, where he excels in relationship management and due diligence. His commitment to delivering exceptional service is complemented by his proficiency in risk management and equity research, making him a trusted advisor in the wealth management landscape. At EQM Capital, Tom continues to drive innovation and foster strong partnerships, ensuring that clients receive the highest level of service and investment expertise.

Tom Smith Work
1 experience icon

Director Of Business Development at EQM Capital LLC in June 2020 to Present

2 experience icon

Owner at Business Owner Financial Services in January 2018 to June 2020

3 experience icon

Portfolio Manager at HighTower in April 2016 to January 2018

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Tom Smith Skills

Asset Allocation

Equities

Portfolio Management

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About Tom Smith's Current Company
Frequently Asked Questions about Tom Smith

What is Tom Smith email address?

Email Tom Smith at [email protected]. This email is the most updated Tom Smith email found in 2026.

What is Tom Smith phone number?

Tom Smith phone number is +18585300453 and +18584618183.

How to contact Tom Smith?

To contact Tom Smith send an email to [email protected]. If you want to call Tom Smith try calling on +18585300453 and +18584618183.

What company does Tom Smith work for?

Tom Smith works for EQM Capital LLC

What is Tom Smith's role at EQM Capital LLC?

Tom Smith is Director Of Business Development

What industry does Tom Smith work in?

Tom Smith works in the Financial Services industry.

Tom Smith Email Addresses

Email Tom Smith at [email protected]. This email is the most updated Tom Smith email found in 2026.

Tom Smith Phone Numbers

Tom Smith phone number is +18585300453 and +18584618183.
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