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.

 

 

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Point View Wealth Management, Inc.
382 Springfield Avenue, Ste. 208
Summit, NJ 07901-2707
Phone: 800-252-7854 / 908-598-1717
Fax: 419-844-0922
Email: firm@ptview.com
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