Tom Smith
Director Of Business Development at EQM Capital LLC | Carlsbad, California, United States
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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.
Director Of Business Development at EQM Capital LLC in June 2020 to Present
Owner at Business Owner Financial Services in January 2018 to June 2020
Portfolio Manager at HighTower in April 2016 to January 2018
Senior Vice President - Senior Portfolio Manager at PFS Group in January 2010 to January 2015
Investment Manager/Senior Research Analyst at Dunham & Associates in January 2008 to January 2010
Portfolio Manager at Nicholas Applegate Capital Management in January 1995 to January 2006
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Asset Allocation
Equities
Portfolio Management
Asset Management
Alternative Investments
Securities
Hedge Funds
Mutual Funds
Investment Strategies
Fixed Income
Investments
Investment Management
Wealth Management
Investment Advisory
Relationship Management
Retirement Planning
Sales Presentations
Chartered Financial Analyst
Due Diligence
ETFs
Financial Analysis
Bloomberg
Financial Services
Capital Markets
Microsoft Excel
Microsoft Office
Private Equity
Valuation
Management
Trading
Financial Planning
Strategy
Public Speaking
podcasts
Bonds
Equity Research
Financial Advisory
Leadership
Risk Management
Financial Modeling
Emerging Markets
Analysis of Alternatives
Team Leadership
Hedge funds
Investment Policy Statements
Sales
Microsoft Word
Microsoft PowerPoint
Presentation Skills
Market Analysis
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Discover more about EQM Capital LLCWhat 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
Tom Smith Phone Numbers
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