Barbara E. Tomalonis, MBA
Barbara E. Tomalonis is a Portfolio Manager at Point View. She has over 15 years of investment management experience. Most recently, Ms. Tomalonis worked for a private equity fund investing in community bank stocks, serving as a valuation and relationship consultant. Previously, she was a portfolio manager at Beacon Trust Company, where she managed $40 million of trust, estate, charitable, retirement and taxable accounts. She also was a voting member of Beacon’s equity investment committee, and managed the financial services sector exposures. Earlier in her career, Ms. Tomalonis held both sell- and buy-side equity analyst positions at regional institutional and high net worth client firms, including First Manhattan Co., Pitcairn and Eagle Capital Management. Within her research universe, she made buy/sell recommendations on bank, insurance, diversified financial, paper/forest products and chemical sector stocks.
Ms. Tomalonis received her B.S. in Chemistry from Lehigh University and an M.B.A. in Finance from New York University. Barbara is Co-Chair of the Millburn AAII Investment Education Group. She lives in Chatham with her husband; they have two children.