Portfolio Manager
Current
Hallmark Capital Management
Sep 2022 - Present
AeroLeads people directory · profile
Tom Alonso, Cfa, Cfp® Email & Phone Number
Portfolio Manager at Hallmark Capital Management
at
Hallmark Capital Management
1 work email found
@hallcapmgt.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Hallmark Capital Management
Role
Portfolio Manager at Hallmark Capital Management
Location
Massapequa, New York, United States
Who is Tom Alonso, Cfa, Cfp®? Overview
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Quick answer
Tom Alonso, Cfa, Cfp® is listed as Portfolio Manager at Hallmark Capital Management at Hallmark Capital Management, based in Massapequa, New York, United States. AeroLeads shows a work email signal at hallcapmgt.com and a matched LinkedIn profile for Tom Alonso, Cfa, Cfp®.
Tom Alonso, Cfa, Cfp® previously worked as Portfolio Manager at Hallmark Capital Management and Senior Research Analyst at Refinitiv, An Lseg Business. Tom Alonso, Cfa, Cfp® holds Bachelor'S Degree, Finance, General from Baruch College.
Company email context
Email format at Hallmark Capital Management
This section adds company-level context without repeating Tom Alonso, Cfa, Cfp®'s masked contact details.
*@hallcapmgt.com
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AeroLeads found 1 current-domain work email signal for Tom Alonso, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Tom Alonso, Cfa, Cfp®
I'm an investment professional with 15+ years of diverse experience in the financial services industry which provides me a unique insight into the investment process. I am equity-focused with a fundamental, bottom-up research-driven approach to stock selection. I have prior experience on both the sell and buy-side, as well as investor relations and institutional marketing. I'm comfortable presenting investment and fund strategies and performance to diverse audiences in pursuit of asset gathering and retention efforts.
Listed skills include Fundamental Research, Equity Research, Bloomberg, Valuation, and 14 others.
Current workplace
Tom Alonso, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Hallmark Capital Management
6 roles · 20 years
Tom Alonso, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Research Analyst
Senior Research Analyst on Investment Solutions team responsible for the production of earnings reports, ad hoc earnings research for buy-side clientele and press, and investment articles.
May 2021 - Sep 2022
Analyst | Assistant Portfolio Manager
Administered sector allocations based on factor exposures, economic outlook and industry dynamics with senior PM. Focused on the financial services sector within First Investors Opportunity Fund (mid-cap core) and First Investors Special Situations Fund (small-cap value) with combined AUM of ~$2B.
Oct 2017 - Oct 2019
Vice President Investor Relations
Prospect Capital Corp (Psec)
Directed Investor Relations and served as the primary point of contact for investors; both inbound questions as well as proactive outbound contact. Responsible for presenting the company investment thesis at investor conferences and one-on-one investor meetings.
Dec 2015 - Oct 2017
Vp Senior Bank Analyst
Research analyst with a coverage universe of more than 20 banks / thrifts spanning all market caps and geographies.
2007 - Oct 2015
Analyst
Aug 2007 - Nov 2009
1 education record
Tom Alonso, Cfa, Cfp® education
-
Baruch College
FAQ
Frequently asked questions about Tom Alonso, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Tom Alonso, Cfa, Cfp® work for?
Tom Alonso, Cfa, Cfp® works for Hallmark Capital Management.
What is Tom Alonso, Cfa, Cfp®'s role at Hallmark Capital Management?
Tom Alonso, Cfa, Cfp® is listed as Portfolio Manager at Hallmark Capital Management at Hallmark Capital Management.
What is Tom Alonso, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @hallcapmgt.com for Tom Alonso, Cfa, Cfp® at Hallmark Capital Management.
Where is Tom Alonso, Cfa, Cfp® based?
Tom Alonso, Cfa, Cfp® is based in Massapequa, New York, United States while working with Hallmark Capital Management.
What companies has Tom Alonso, Cfa, Cfp® worked for?
Tom Alonso, Cfa, Cfp® has worked for Hallmark Capital Management, Refinitiv, An Lseg Business, Foresters Financial Services, Prospect Capital Corp (Psec), and Macquarie Group.
How can I contact Tom Alonso, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Tom Alonso, Cfa, Cfp® at Hallmark Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Tom Alonso, Cfa, Cfp® attend?
Tom Alonso, Cfa, Cfp® holds Bachelor'S Degree, Finance, General from Baruch College.
What skills is Tom Alonso, Cfa, Cfp® known for?
Tom Alonso, Cfa, Cfp® is listed with skills including Fundamental Research, Equity Research, Bloomberg, Valuation, Equities, Investment Banking, Financial Modeling, and Research.
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