Alison Tomlinson Email and Phone Number
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I am passionate about people, markets, global economies, learning and teaching all I can about the myriad of things which constitute the fundamentals of thoughtful investing. With more than thirty years experience in institutional finance and high net worth client work, I know there is always more to learn. Despite this, you always make a good decision when you work with the right people.
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Business OwnerThe Farm At Joten Lake AcresDenver, Co, Us
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Head Of Investor Relations And Business DevelopmentSummers Value Partners Llc Sep 2023 - PresentDenver, Colorado, United StatesSummers Value Partners, LLC is led by CIO and PM Andrew Summers (ex-Invesco and Janus) and our firm is dedicated to identifying value that the market has yet to recognize. We use a fundamental investment process to invest in under followed small cap companies exhibiting change factors. We invest with a heavy concentration in the healthcare sector. We manage the Summers Value Fund and underwrite select Single Purpose Vehicles (SPVs) in private or public equity. The Summers Value Fund has produced annualized double digit returns since the funds inception in June of 2018. We take a private equity viewpoint on small-cap public company markets. The fund is a fundamental long-short equity portfolio and takes concentrated investments in 10-15 small and micro-cap names exhibiting change factors. We look for underappreciated growth profiles that trade at a discount to intrinsic value. The Summers Value Fund demands a margin of safety for new investments while seeking lower volatility and correlation than its index. The Fund is long-biased and utilizes no leverage or derivatives. Summers Value Partners, LLC Value Partners, LLC is a boutique alternative asset manager based in Denver, Colorado.
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Business OwnerThe Farm At Joten Lake Acres May 2017 - PresentOtter Tail County, Minnesota, United StatesVisionary and owner of a rural retreat center in Otter Tail County. With 45 acres of unspoiled natural habitat of large oak trees, a lake which is the source of the Pomme de Terre River, fields, wild grasses and cattails. The remodeled 100+ year old barn has modern comforts and space for yoga retreats. www.jotenlake.com
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Director Of Client Connections1888 Investments, Llc. Jul 2022 - Sep 2023
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Director Of Client RelationsLab Quantitative Strategies, Llc Jan 2022 - Jul 2022Denver, Co -
DirectorCiti Private Bank May 2014 - Feb 2022Denver, Colorado• Successfully developed relationships with UHNW individuals, large single-family offices, and multi-family offices to provide financial solutions and resources to service the needs of clients. Clients were real estate developers, entrepreneurs, art collectors, sophisticated investors, or foundations and all had a net worth ranging from $25 million to billions.• Worked with both sides of a client's balance sheet to creatively find holistic investment strategies to protect and grow assets, mitigate risk, and find solutions to wealth planning strategies.• Led a team of multiple subject matter experts including: lending specialists; investment specialists; hedge fund specialists; direct investment specialists; banking and trust specialists; trading specialists; wealth planning experts; art advisory; aircraft advisory; sports advisory; and investment banking.
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Vice President, Senior Institutional Equity SalesFactset Jul 2012 - May 2014Denver, Co And Nyc, Ny• Post FactSet's acquisition of StreetAccount, provided client relationship and research knowledge to retain 99% of key clients a post-merger price increase from 20% to 100%.• Managed the firm’s 80 largest clients, which represented 50% of all market intelligence clients.• Managed contract negotiations and relationship management with creative tools to retain clients.• Oversaw client training and support for FactSet's broader sales and relationship teams. -
Director Of North American SalesStreetaccount Llc Feb 2007 - Jul 2012Greater Denver Area• Built long term business relationship success between Wall Street's investment community and corporate clients resulting in client relationships growth during the financial crisis. Worked collaboratively with our CEO, content, sales and service teams to help clients achieve efficiencies during a period of layoffs and limited resources.• Expand our equity content and sales in Europe with quarterly travel to London, Paris and Switzerland.
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Director, Institutional Equity Research SalesCiti Jun 1998 - Aug 2006Denver, Co• Key architect in building the Denver Citigroup Capital Markets (CCM) office as a meaningful contributor to Citi's capital markets business. Denver became CCMs third most profitable office in eight years. • Consistently ranked top 10% salesperson as measured by a formal institutional vote process.• Established positive relationships with Executive management teams by providing feedback on how to more effectively deliver their company investment thesis to different institutional investors.• Established reputation for recovering broken client relationships and solving business challenges.• Selected for prestigious development program; “Future Leaders of Citigroup Global Equity Markets,” for achieving ranking among top 5% of sales people, sales traders and position traders. -
Institutional Equity Research SalesWessels, Arnold & Henderson May 1996 - Jun 1998Minneapolis, Mn• Used research ideas to strengthen and develop client relationships in the Denver and Kansas City markets. Grew commissions over 100% at key accounts in first year and earned reputation as creative idea generator.
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Institutional Equity Research SalesDain Bosworth, Inc. May 1995 - May 1996Greater Minneapolis-St. Paul Area• Worked successfully with research, sales, trading, and company management in institutional equity sales roles.
Alison Tomlinson Skills
Alison Tomlinson Education Details
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Communication, General -
Soul Purpose International, Longmont, CoLife Coaching
Frequently Asked Questions about Alison Tomlinson
What company does Alison Tomlinson work for?
Alison Tomlinson works for The Farm At Joten Lake Acres
What is Alison Tomlinson's role at the current company?
Alison Tomlinson's current role is Business Owner.
What is Alison Tomlinson's email address?
Alison Tomlinson's email address is al****@****oup.com
What is Alison Tomlinson's direct phone number?
Alison Tomlinson's direct phone number is (203) 810*****
What schools did Alison Tomlinson attend?
Alison Tomlinson attended St. Cloud State University, Soul Purpose International, Longmont, Co.
What skills is Alison Tomlinson known for?
Alison Tomlinson has skills like Equities, Capital Markets, Portfolio Management, Investments, Equity Research, Hedge Funds, Financial Services, Entrepreneurship, Finance, Management, Leadership, Trading.
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