Tocqueville Asset Management
Industry: Company
DescriptionFounded: 1990 Subsidiaries: Lepercq, De Neuflize / Tocqueville Securities L.P., Tocqueville Asset Management LP, Research Division
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Tocqueville Asset Management Employees
Employee
Years
Job
Industry
Anne Cummins Anne Cummins's Tocqueville Asset Management Experience June 2014 - August 2014
Job Accountant
Industry Accounting
Experience
CFA Institute Research Challenge November 2014 - February 2015
Tocqueville Asset Management June 2014 - August 2014
UWO Student Managed Endowment Fund June 2014 - August 2014
University of Wisconsin Oshkosh March 2013 - May 2014
Skills
Accounting, Finance, Research, Teamwork, Mathematics, Financial Modeling, Microsoft Office, Valuation, Financial Analysis, Microsoft Excel, Energy Industry, FactSet, Investments, Corporate Finance, DCF Valuation, German, International Relations, Access Database, IFRS, GAAP, German Law, Asset Management, Spanish, Arabic, Prezi, Robert's Rules of Order, Tax, Public Speaking, Access, Time Management, Microsoft Word
Education
University of Wisconsin-Oshkosh 2011 — 2014
BBA, BA, Accounting, Finance, and German
Philipps-Universität Marburg 2009 — 2011
Betriebswirtschaftslehre
CFA Institute Research Challenge November 2014 - February 2015
Tocqueville Asset Management June 2014 - August 2014
UWO Student Managed Endowment Fund June 2014 - August 2014
University of Wisconsin Oshkosh March 2013 - May 2014
Skills
Accounting, Finance, Research, Teamwork, Mathematics, Financial Modeling, Microsoft Office, Valuation, Financial Analysis, Microsoft Excel, Energy Industry, FactSet, Investments, Corporate Finance, DCF Valuation, German, International Relations, Access Database, IFRS, GAAP, German Law, Asset Management, Spanish, Arabic, Prezi, Robert's Rules of Order, Tax, Public Speaking, Access, Time Management, Microsoft Word
Education
University of Wisconsin-Oshkosh 2011 — 2014
BBA, BA, Accounting, Finance, and German
Philipps-Universität Marburg 2009 — 2011
Betriebswirtschaftslehre
Tracy Leong, CPA Tracy Leong, CPA's Tocqueville Asset Management Experience December 2011 - December 2013
Job Senior Corporate Accountant at HedgeServ
Industry Accounting
Experience
HedgeServ August 2015 - Present
Citi Private Equity Fund Services December 2013 - August 2015
Tocqueville Asset Management December 2011 - December 2013
Regen, Benz & MacKenzie P.C. August 2010 - May 2011
Bell & Company, LLP August 2008 - August 2010
Chinatown Cardiology July 2006 - August 2007
Skills
QuickBooks, Auditing, Payroll, Tax, Accruals, Bank Reconciliation, Microsoft Excel, Accounts Payable, Financial Statements, Microsoft Dynamics, APX, Account Reconciliation, ProSystem fx Tax, Management Reporter, Investran, Financial Statement..., Cash Flow, Private Equity, Fund Of Funds
Education
Hunter College 2012 — 2013
Master of Science (MS), Accounting, 3.78
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Accounting
James Madison High School
HedgeServ August 2015 - Present
Citi Private Equity Fund Services December 2013 - August 2015
Tocqueville Asset Management December 2011 - December 2013
Regen, Benz & MacKenzie P.C. August 2010 - May 2011
Bell & Company, LLP August 2008 - August 2010
Chinatown Cardiology July 2006 - August 2007
Skills
QuickBooks, Auditing, Payroll, Tax, Accruals, Bank Reconciliation, Microsoft Excel, Accounts Payable, Financial Statements, Microsoft Dynamics, APX, Account Reconciliation, ProSystem fx Tax, Management Reporter, Investran, Financial Statement..., Cash Flow, Private Equity, Fund Of Funds
Education
Hunter College 2012 — 2013
Master of Science (MS), Accounting, 3.78
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Accounting
James Madison High School
Michael Meltzer Michael Meltzer's Tocqueville Asset Management Experience November 2008 - Present
Job Portfolio Manager at Tocqueville Asset Management
Industry Investment Management
Experience
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management Inc. June 2003 - October 2008
Bear Stearns Asset Management Inc. May 2000 - May 2003
Education
Fordham University School of Law 2003 — 2007
JD
New York University - Leonard N. Stern School of Business 1997 — 2001
BS
Ramaz 1993 — 1997
High School
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management Inc. June 2003 - October 2008
Bear Stearns Asset Management Inc. May 2000 - May 2003
Education
Fordham University School of Law 2003 — 2007
JD
New York University - Leonard N. Stern School of Business 1997 — 2001
BS
Ramaz 1993 — 1997
High School
Andrew Greener Andrew Greener's Tocqueville Asset Management Experience June 2014 - July 2014
Job Applied Economics and Management Major at Cornell University
Industry Financial Services
Experience
The Boston Consulting Group June 2015 - August 2015
TradeGrader May 2013 - December 2014
Tocqueville Asset Management June 2014 - July 2014
StreamSpec November 2012 - December 2013
RGA Investment Advisors May 2013 - August 2013
Skills
Business Development, Microsoft Excel, Web Design, Social Media Marketing, Start-ups, PowerPoint, Marketing, Microsoft Office, Research, Management, HTML, Social Media, Public Speaking, Microsoft Word, Data Analysis, Web Development, Leadership
Education
Cornell University 2012 — 2016
Bachelor of Science (BS), Applied Economics and Management
Great Neck South High School 2008 — 2012
The Boston Consulting Group June 2015 - August 2015
TradeGrader May 2013 - December 2014
Tocqueville Asset Management June 2014 - July 2014
StreamSpec November 2012 - December 2013
RGA Investment Advisors May 2013 - August 2013
Skills
Business Development, Microsoft Excel, Web Design, Social Media Marketing, Start-ups, PowerPoint, Marketing, Microsoft Office, Research, Management, HTML, Social Media, Public Speaking, Microsoft Word, Data Analysis, Web Development, Leadership
Education
Cornell University 2012 — 2016
Bachelor of Science (BS), Applied Economics and Management
Great Neck South High School 2008 — 2012
Kelsey Graham Kelsey Graham's Tocqueville Asset Management Experience August 2011 - Present
Job Legal Affairs at Tocqueville Asset Management
Industry Investment Management
Experience
Tocqueville Asset Management August 2011 - Present
Education
Franklin Pierce Law Center
Doctor of Law (J.D.)
Hartwick College
Bachelor of Arts (B.A.), History
Tocqueville Asset Management August 2011 - Present
Education
Franklin Pierce Law Center
Doctor of Law (J.D.)
Hartwick College
Bachelor of Arts (B.A.), History
Sandra Chiu's Tocqueville Asset Management Experience January 2011 - June 2011
Job Audit Senior Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Moore Capital Management June 2011 - June 2014
Deloitte June 2013 - August 2013
Deloitte July 2012 - July 2012
Tocqueville Asset Management January 2011 - June 2011
American Cancer Society September 2010 - June 2011
Tocqueville Asset Management June 2010 - June 2011
Skills
Accounting, Microsoft Office, Microsoft Excel, QuickBooks, Finance, Bloomberg, Valuation, Financial Analysis, Investments, Alternative Investments, Series 7, Hedge Funds, Asset Management, Advent AXYS, Advent Geneva, Factset, Mandarin, Private Equity
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelors, Accounting
Deloitte September 2014 - Present
Moore Capital Management June 2011 - June 2014
Deloitte June 2013 - August 2013
Deloitte July 2012 - July 2012
Tocqueville Asset Management January 2011 - June 2011
American Cancer Society September 2010 - June 2011
Tocqueville Asset Management June 2010 - June 2011
Skills
Accounting, Microsoft Office, Microsoft Excel, QuickBooks, Finance, Bloomberg, Valuation, Financial Analysis, Investments, Alternative Investments, Series 7, Hedge Funds, Asset Management, Advent AXYS, Advent Geneva, Factset, Mandarin, Private Equity
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelors, Accounting
Henry Capellan Henry Capellan's Tocqueville Asset Management Experience 2002 - 2005
Job Equity Product Management at Oppenheimer
Industry Investment Banking
Experience
Oppenheimer & Co. March 2005 - Present
Tocqueville Asset Management 2002 - 2005
Skills
Equity Research, Bloomberg, Series 7, Equities, Financial Analysis, Series 63, Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Capital Markets, Valuation, Equity Valuation
Education
Cornell University
George School
Trinity College-Hartford
Oppenheimer & Co. March 2005 - Present
Tocqueville Asset Management 2002 - 2005
Skills
Equity Research, Bloomberg, Series 7, Equities, Financial Analysis, Series 63, Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Capital Markets, Valuation, Equity Valuation
Education
Cornell University
George School
Trinity College-Hartford
Lillian Frohlich Lillian Frohlich's Tocqueville Asset Management Experience June 2008 - August 2011
Job MPH Candidate at BUSPH & Clinical Research Coordinator at Boston Children's Hosptial
Industry Hospital & Health Care
Experience
Boston Children's Hospital December 2014 - Present
Maxwell School of Citizenship, Executive Education Department September 2012 - May 2014
Delta Gamma December 2012 - December 2013
SUNY Upstate Medical University May 2013 - August 2013
Pamel Vision & Vision Laser Group May 2012 - August 2012
Bochner Chiropractic Care, New York, NY May 2011 - January 2012
Tocqueville Asset Management June 2008 - August 2011
Skills
Event Planning, Leadership, Public Health, Project Management, Community Outreach, Program Management, Public Speaking, Microsoft Office, Social Media, Conversational Spanish, Customer Service, Event Management, Management, Human Resources, Marketing, Project Planning, Grant Writing
Education
Boston University School of Public Health 2014 — 2016
Master of Public Health (MPH), Epidemiology
Syracuse University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Public Health, 3.57
Boston Children's Hospital December 2014 - Present
Maxwell School of Citizenship, Executive Education Department September 2012 - May 2014
Delta Gamma December 2012 - December 2013
SUNY Upstate Medical University May 2013 - August 2013
Pamel Vision & Vision Laser Group May 2012 - August 2012
Bochner Chiropractic Care, New York, NY May 2011 - January 2012
Tocqueville Asset Management June 2008 - August 2011
Skills
Event Planning, Leadership, Public Health, Project Management, Community Outreach, Program Management, Public Speaking, Microsoft Office, Social Media, Conversational Spanish, Customer Service, Event Management, Management, Human Resources, Marketing, Project Planning, Grant Writing
Education
Boston University School of Public Health 2014 — 2016
Master of Public Health (MPH), Epidemiology
Syracuse University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Public Health, 3.57
Philip Odelfelt Philip Odelfelt's Tocqueville Asset Management Experience June 2014 - August 2014
Job Intern at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management June 2014 - August 2014
HNG Chartered Surveyors September 2011 - November 2011
Deutsche Bank June 2011 - August 2011
Skills
Guitar, Dean’s Award for..., Squash, Financial Modeling, Bloomberg Terminal, Arabic, Swedish, PowerPoint, Microsoft Excel, Microsoft Word, Ice Hockey, FactSet, Day Trading, Research
Education
Colgate University 2012 — 2016
Bachelor's Degree, Double Major: International Relations and Affairs, Middle-Eastern Studies
Arab American Language Institute 2015 — 2015
Competitive Intensive Language Program in Morocco, Arabic Language and Literature, B+
Danderyds Gymnasium 2009 — 2012
International Economics
Tocqueville Asset Management June 2014 - August 2014
HNG Chartered Surveyors September 2011 - November 2011
Deutsche Bank June 2011 - August 2011
Skills
Guitar, Dean’s Award for..., Squash, Financial Modeling, Bloomberg Terminal, Arabic, Swedish, PowerPoint, Microsoft Excel, Microsoft Word, Ice Hockey, FactSet, Day Trading, Research
Education
Colgate University 2012 — 2016
Bachelor's Degree, Double Major: International Relations and Affairs, Middle-Eastern Studies
Arab American Language Institute 2015 — 2015
Competitive Intensive Language Program in Morocco, Arabic Language and Literature, B+
Danderyds Gymnasium 2009 — 2012
International Economics
Diana Sosa-Walsh Diana Sosa-Walsh's Tocqueville Asset Management Experience September 2003 - May 2009
Job Accounting Professional
Industry Accounting
Experience
Bliss March 2015 - Present
Spafinder Wellness 365 November 2013 - March 2015
Onward Luxury Group, Inc. December 2009 - July 2013
Tocqueville Asset Management September 2003 - May 2009
Imagetech Office Supplies January 1997 - May 2003
Skills
Accounting, Finance, Accounts Receivable, Accounts Payable, Payroll, Banking, Financial Reporting, Collections, General Ledger, Account Reconciliation, Bank Reconciliation, International Relations, Human Resources, Customer Experience, Factoring, Customer Liason, Client Billing, Chargebacks, US GAAP, Tax, Invoicing, Bookkeeping, Microsoft Office
Education
UCE University 1990 — 1994
Bachelor's Degree, Accounting
Bliss March 2015 - Present
Spafinder Wellness 365 November 2013 - March 2015
Onward Luxury Group, Inc. December 2009 - July 2013
Tocqueville Asset Management September 2003 - May 2009
Imagetech Office Supplies January 1997 - May 2003
Skills
Accounting, Finance, Accounts Receivable, Accounts Payable, Payroll, Banking, Financial Reporting, Collections, General Ledger, Account Reconciliation, Bank Reconciliation, International Relations, Human Resources, Customer Experience, Factoring, Customer Liason, Client Billing, Chargebacks, US GAAP, Tax, Invoicing, Bookkeeping, Microsoft Office
Education
UCE University 1990 — 1994
Bachelor's Degree, Accounting
Roland Capalbo Roland Capalbo's Tocqueville Asset Management Experience December 2009 - Present
Job SSRS/BIDS SQL Developer / Application Analyst at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management December 2009 - Present
Reich & Tang Asset Management August 1999 - September 2009
NXP 1986 - 1999
IBM 1985 - 1999
Skills
Bloomberg, Asset Managment, Valuation, Portfolio Management, ASP.NET, Asset Management, Due Diligence, Series 7, Microsoft SQL Server, Analysis, Access, SSRS, .NET, Mutual Funds, Lotus Notes, Investments, Databases, Financial Reporting, Troubleshooting, Equities, Back Office, Crystal Reports, Microsoft Excel, Software Development, Hedge Funds, Wealth Management, Financial Analysis, SQL, Banking, Trading, VB.NET, Axys, ETL, Business Analysis, Data Warehousing
Education
Mount Saint Mary College 1997 — 1999
Bachelor of Arts (B.A.), Computer Science
Tocqueville Asset Management December 2009 - Present
Reich & Tang Asset Management August 1999 - September 2009
NXP 1986 - 1999
IBM 1985 - 1999
Skills
Bloomberg, Asset Managment, Valuation, Portfolio Management, ASP.NET, Asset Management, Due Diligence, Series 7, Microsoft SQL Server, Analysis, Access, SSRS, .NET, Mutual Funds, Lotus Notes, Investments, Databases, Financial Reporting, Troubleshooting, Equities, Back Office, Crystal Reports, Microsoft Excel, Software Development, Hedge Funds, Wealth Management, Financial Analysis, SQL, Banking, Trading, VB.NET, Axys, ETL, Business Analysis, Data Warehousing
Education
Mount Saint Mary College 1997 — 1999
Bachelor of Arts (B.A.), Computer Science
Wesley Wu's Tocqueville Asset Management Experience May 2015 - Present
Job Intern at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management May 2015 - Present
United Accounting September 2014 - January 2015
Pinnacle Education Group June 2012 - September 2014
FalconStor Software 2012 - 2012
American Red Cross 2009 - 2012
Education
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor's Degree, Finance and Marketing
Georgetown University 2012 — 2012
Certificate, Fundamentals of Business and Public Speaking
Jericho Senior High School 2008 — 2012
High School
Tocqueville Asset Management May 2015 - Present
United Accounting September 2014 - January 2015
Pinnacle Education Group June 2012 - September 2014
FalconStor Software 2012 - 2012
American Red Cross 2009 - 2012
Education
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor's Degree, Finance and Marketing
Georgetown University 2012 — 2012
Certificate, Fundamentals of Business and Public Speaking
Jericho Senior High School 2008 — 2012
High School
Jay Vasquez's Tocqueville Asset Management Experience December 2012 - Present
Job Office Services/Facilities Manager at Tocqueville Asset Management / Music Artist and Production Management
Industry Facilities Services
Experience
Tocqueville Asset Management December 2012 - Present
Skills
Customer Service, Microsoft Office, Microsoft Word, Outlook, Photoshop, Microsoft Excel, PowerPoint, English, Windows, Research, HTML, Strategic Planning, Budgets, Account Management, Music Production, Office Management
Education
Technical Career Institutes
Airconditioning/Refrigeration
Tocqueville Asset Management December 2012 - Present
Skills
Customer Service, Microsoft Office, Microsoft Word, Outlook, Photoshop, Microsoft Excel, PowerPoint, English, Windows, Research, HTML, Strategic Planning, Budgets, Account Management, Music Production, Office Management
Education
Technical Career Institutes
Airconditioning/Refrigeration
STEPHEN P. ZIMMER STEPHEN P. ZIMMER's Tocqueville Asset Management Experience October 2006 - November 2012
Job Hospitality, Financial Operations, Property Manager and Brand Ambassador
Industry Hospitality
Experience
WeDriveU, Inc. November 2014 - Present
Self-Employed January 2013 - Present
South Beach Group February 2015 - April 2015
Columbus Wines and Spirits November 2012 - January 2013
Tocqueville Asset Management October 2006 - November 2012
Mellon Private Wealth Management April 2006 - October 2006
Tocqueville Asset Management May 2002 - March 2006
Lepercq, de Neuflize & Co May 2000 - April 2002
Bingham, Osborn & Scarborough LLC August 1999 - March 2000
Metropolitan Opera 1996 - 1999
Skills
Equities, Portfolio Management, Trading, Mutual Funds, Investments, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Valuation, Series 7, Wealth Management, Financial Modeling, Due Diligence, Securities, Asset Managment, Bloomberg, Investment Management, Options, Investment Advisory
Education
Miami University 1986 — 1990
B.A., Economics
Miami University 1986 — 1990
Bachelor of Economics, Economics
WeDriveU, Inc. November 2014 - Present
Self-Employed January 2013 - Present
South Beach Group February 2015 - April 2015
Columbus Wines and Spirits November 2012 - January 2013
Tocqueville Asset Management October 2006 - November 2012
Mellon Private Wealth Management April 2006 - October 2006
Tocqueville Asset Management May 2002 - March 2006
Lepercq, de Neuflize & Co May 2000 - April 2002
Bingham, Osborn & Scarborough LLC August 1999 - March 2000
Metropolitan Opera 1996 - 1999
Skills
Equities, Portfolio Management, Trading, Mutual Funds, Investments, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Valuation, Series 7, Wealth Management, Financial Modeling, Due Diligence, Securities, Asset Managment, Bloomberg, Investment Management, Options, Investment Advisory
Education
Miami University 1986 — 1990
B.A., Economics
Miami University 1986 — 1990
Bachelor of Economics, Economics
Cordelia E. Drexel Biddle Cordelia E. Drexel Biddle's Tocqueville Asset Management Experience May 2008 - August 2008
Job Administrative Coordinator at BotswanaUPenn Partnership
Industry Hospital & Health Care
Experience
Botswana-UPenn Partnership March 2013 - Present
University of Penn Vet Working Dog Center September 2012 - March 2013
Community Energy Inc. October 2011 - October 2012
Garforth International llc April 2011 - November 2011
UNC INSTITUTE OF MARINE SCIENCES September 2009 - August 2010
Duke University January 2007 - July 2009
Duke University September 2008 - December 2008
Smith Public School September 2008 - December 2008
Smith Public School September 2008 - December 2008
Tocqueville Asset Management May 2008 - August 2008
Skills
Environmental Research, Research, Data Analysis, Team Management, Marketing Strategy, Community Outreach, Public Speaking, Renewable Energy, Marketing
Education
Duke University 2005 — 2009
BA, History; Environmental Science and Policy
Duke University 2005 — 2009
BA, History
New York University in Paris, FR 2007 — 2007
Study Abroad
Botswana-UPenn Partnership March 2013 - Present
University of Penn Vet Working Dog Center September 2012 - March 2013
Community Energy Inc. October 2011 - October 2012
Garforth International llc April 2011 - November 2011
UNC INSTITUTE OF MARINE SCIENCES September 2009 - August 2010
Duke University January 2007 - July 2009
Duke University September 2008 - December 2008
Smith Public School September 2008 - December 2008
Smith Public School September 2008 - December 2008
Tocqueville Asset Management May 2008 - August 2008
Skills
Environmental Research, Research, Data Analysis, Team Management, Marketing Strategy, Community Outreach, Public Speaking, Renewable Energy, Marketing
Education
Duke University 2005 — 2009
BA, History; Environmental Science and Policy
Duke University 2005 — 2009
BA, History
New York University in Paris, FR 2007 — 2007
Study Abroad
Marcia L. Mohler's Tocqueville Asset Management Experience February 2012 - September 2013
Job Regional Sales Consultant at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM) September 2014 - Present
Trust Company of the West 2014 - 2015
Tocqueville Asset Management February 2012 - September 2013
Bradford & Marzec, LLC June 2009 - October 2010
Evergreen Investments May 2006 - July 2007
GE/Genworth Financial November 2003 - June 2005
AllianceBernstein September 1999 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Investment Advisory, Investments, Hedge Funds, Fixed Income, Investment Strategies, Separately Managed..., Asset Managment, ETFs, Wealth Management, Series 63, Series 65, Dual Contract, National Accounts, Selling Agreement, Fusion Presentation...
Education
University of Phoenix
BSBA, Finance
University of Pennsylvania - The Wharton School
CIMA candidate - currently studying
University of Southern California
Beaumont Capital Management (BCM) September 2014 - Present
Trust Company of the West 2014 - 2015
Tocqueville Asset Management February 2012 - September 2013
Bradford & Marzec, LLC June 2009 - October 2010
Evergreen Investments May 2006 - July 2007
GE/Genworth Financial November 2003 - June 2005
AllianceBernstein September 1999 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Investment Advisory, Investments, Hedge Funds, Fixed Income, Investment Strategies, Separately Managed..., Asset Managment, ETFs, Wealth Management, Series 63, Series 65, Dual Contract, National Accounts, Selling Agreement, Fusion Presentation...
Education
University of Phoenix
BSBA, Finance
University of Pennsylvania - The Wharton School
CIMA candidate - currently studying
University of Southern California
Mason Sexton Mason Sexton's Tocqueville Asset Management Experience June 2004 - 2009
Job CEO of Moonit Labs
Industry Online Media
Experience
Moonit Labs January 2015 - Present
Tocqueville Asset Management June 2004 - 2009
Harmonic Research February 2002 - May 2004
Youthstream Media Networks May 1998 - August 1999
Skills
User Experience, Leadership, Financial Modeling, Business Strategy, Entrepreneurship, Due Diligence, Valuation, Start-ups, User Interface Design, Competitive Analysis, Marketing Strategy, Product Development, Product Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2011
MBA, Business
Columbia University - Columbia Business School 2009 — 2011
MBA, Management of Technology, Entrepreneurship
University of Pennsylvania 1999 — 2002
BA, Political Science
Trinity school
Moonit Labs January 2015 - Present
Tocqueville Asset Management June 2004 - 2009
Harmonic Research February 2002 - May 2004
Youthstream Media Networks May 1998 - August 1999
Skills
User Experience, Leadership, Financial Modeling, Business Strategy, Entrepreneurship, Due Diligence, Valuation, Start-ups, User Interface Design, Competitive Analysis, Marketing Strategy, Product Development, Product Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2011
MBA, Business
Columbia University - Columbia Business School 2009 — 2011
MBA, Management of Technology, Entrepreneurship
University of Pennsylvania 1999 — 2002
BA, Political Science
Trinity school
Christopher Karambelas Christopher Karambelas's Tocqueville Asset Management Experience March 2007 - November 2007
Job Vice President at ToneyKorf Partners, LLC
Industry Financial Services
Experience
ToneyKorf Partners, LLC February 2015 - Present
Grant Thornton July 2009 - February 2015
BMC Group December 2007 - July 2009
Tocqueville Asset Management March 2007 - November 2007
Merrill Lynch January 2006 - June 2006
Merrill Lynch January 2005 - June 2005
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Access Database, Access, Applications..., Analysis, Risk Management, Business Analysis, Software Documentation, Testing
Education
Northeastern University 2003 — 2006
BS, Finance, Accounting
Vermont Technical College 2001 — 2003
AS, Computer Engineering Technology
ToneyKorf Partners, LLC February 2015 - Present
Grant Thornton July 2009 - February 2015
BMC Group December 2007 - July 2009
Tocqueville Asset Management March 2007 - November 2007
Merrill Lynch January 2006 - June 2006
Merrill Lynch January 2005 - June 2005
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Access Database, Access, Applications..., Analysis, Risk Management, Business Analysis, Software Documentation, Testing
Education
Northeastern University 2003 — 2006
BS, Finance, Accounting
Vermont Technical College 2001 — 2003
AS, Computer Engineering Technology
Heather Perlmutter's Tocqueville Asset Management Experience November 2008 - Present
Job Managing Director at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management January 1993 - October 2008
Morgan Stanley 1987 - 1990
Skills
Hedge Funds, Asset Managment, Fixed Income, Equities, Capital Markets, Investment Management, Investments, Venture Capital, Asset Management, Investment Strategies, Portfolio Management, Series 7, Mergers & Acquisitions, Private Equity, Alternative Investments, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Comunication and English
Rutgers University-New Brunswick
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management January 1993 - October 2008
Morgan Stanley 1987 - 1990
Skills
Hedge Funds, Asset Managment, Fixed Income, Equities, Capital Markets, Investment Management, Investments, Venture Capital, Asset Management, Investment Strategies, Portfolio Management, Series 7, Mergers & Acquisitions, Private Equity, Alternative Investments, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Comunication and English
Rutgers University-New Brunswick
Olivia Le Blan's Tocqueville Asset Management Experience July 2014 - August 2014
Job Associate at Douglass Winthrop
Industry Financial Services
Experience
Douglass Winthrop April 2015 - Present
Tocqueville Asset Management July 2014 - August 2014
Vilogia June 2013 - July 2013
Guerlain February 2009 - February 2009
Skills
French, Analysis, Microsoft Excel, Customer Service, Public Speaking, International Business, Research, Marketing, Microsoft Word
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.55
Institut de l'Assomption 2007 — 2010
French Baccalaureate, Economics
Douglass Winthrop April 2015 - Present
Tocqueville Asset Management July 2014 - August 2014
Vilogia June 2013 - July 2013
Guerlain February 2009 - February 2009
Skills
French, Analysis, Microsoft Excel, Customer Service, Public Speaking, International Business, Research, Marketing, Microsoft Word
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.55
Institut de l'Assomption 2007 — 2010
French Baccalaureate, Economics
Lionel Brecx's Tocqueville Asset Management Experience July 2008 - September 2008
Job Structured Product & Derivative Sales at ING Financial Markets LLC
Industry Capital Markets
Experience
ING Financial Markets LLC July 2011 - Present
ING Luxembourg May 2010 - July 2011
Calyon January 2010 - May 2010
CBP - Compagnie de Banque Privée June 2009 - December 2009
Tocqueville Asset Management July 2008 - September 2008
Skills
Financial Markets, Structured Products, Equities, Bloomberg, French, Equity Derivatives, English, Structuring, Derivatives, Customer Relations, Pricing, Spanish, VBA, Capital Markets, German, FX, PowerPoint, Word, Statistics, Customer Service, Equity Research, FX Options, Financial Analysis, Financial Structuring, Interest Rate..., Microsoft Word, Trading
Education
HEC Paris
Grande École Degree - Master of Science in Management
Solvay Brussels School
Bachelor in Business Engineering, Econometrics, Physics, Math, Finance, IT, Micro/Macro Economics, Entrepreneurship, Control, Tax Law
European School of Luxembourg
European Baccalaureate
ING Financial Markets LLC July 2011 - Present
ING Luxembourg May 2010 - July 2011
Calyon January 2010 - May 2010
CBP - Compagnie de Banque Privée June 2009 - December 2009
Tocqueville Asset Management July 2008 - September 2008
Skills
Financial Markets, Structured Products, Equities, Bloomberg, French, Equity Derivatives, English, Structuring, Derivatives, Customer Relations, Pricing, Spanish, VBA, Capital Markets, German, FX, PowerPoint, Word, Statistics, Customer Service, Equity Research, FX Options, Financial Analysis, Financial Structuring, Interest Rate..., Microsoft Word, Trading
Education
HEC Paris
Grande École Degree - Master of Science in Management
Solvay Brussels School
Bachelor in Business Engineering, Econometrics, Physics, Math, Finance, IT, Micro/Macro Economics, Entrepreneurship, Control, Tax Law
European School of Luxembourg
European Baccalaureate
Victoria Veith's Tocqueville Asset Management Experience September 2013 - April 2015
Job Regional Vice President at Financial Products LLC
Industry Financial Services
Experience
Financial Products LLC May 2015 - Present
Tocqueville Asset Management September 2013 - April 2015
Tocqueville Asset Management March 2012 - September 2013
Cohen & Steers March 2011 - March 2012
TD Ameritrade Institutional October 2009 - March 2011
Cohen & Steers August 2008 - October 2009
Cohen & Steers October 2007 - August 2008
Lord Abbett & Co. LLC June 2007 - September 2007
Lord Abbett & Co. LLC May 2006 - June 2007
Skills
Series 7, Uniform Combined State..., Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Securities, Investments, Financial Services, Strategic Financial..., Investment Strategies, Equities, Sales, Financial Advisory, ETFs
Education
New York University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
New York University 2002 — 2006
Bachelor's degree, Psychology
Financial Products LLC May 2015 - Present
Tocqueville Asset Management September 2013 - April 2015
Tocqueville Asset Management March 2012 - September 2013
Cohen & Steers March 2011 - March 2012
TD Ameritrade Institutional October 2009 - March 2011
Cohen & Steers August 2008 - October 2009
Cohen & Steers October 2007 - August 2008
Lord Abbett & Co. LLC June 2007 - September 2007
Lord Abbett & Co. LLC May 2006 - June 2007
Skills
Series 7, Uniform Combined State..., Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Securities, Investments, Financial Services, Strategic Financial..., Investment Strategies, Equities, Sales, Financial Advisory, ETFs
Education
New York University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
New York University 2002 — 2006
Bachelor's degree, Psychology
Costa Kensington Jr. Costa Kensington Jr.'s Tocqueville Asset Management Experience October 2014 - Present
Job Sales Associate at Tocqueville Asset Management
Industry Political Organization
Experience
Tocqueville Asset Management October 2014 - Present
Tocqueville Asset Management February 2014 - October 2014
UPS November 2013 - January 2014
The New York Racing Association June 2012 - August 2012
Jim Himes for Congress 2012 - 2012
Anderson Kill & Olick, P.C. August 2011 - August 2011
Tokeneke Beach Club June 2007 - August 2010
Noroton Yacht Club 2006 - 2006
Skills
Series 7, Series 63, Microsoft Office, OS X, Adobe Creative Suite, Windows 7, Google Analytics, Factset, MARS System
Education
Skidmore College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
American College of Thessaloniki, Greece 2011 — 2011
Middlesex Middle School
St.Luke's school
Tocqueville Asset Management October 2014 - Present
Tocqueville Asset Management February 2014 - October 2014
UPS November 2013 - January 2014
The New York Racing Association June 2012 - August 2012
Jim Himes for Congress 2012 - 2012
Anderson Kill & Olick, P.C. August 2011 - August 2011
Tokeneke Beach Club June 2007 - August 2010
Noroton Yacht Club 2006 - 2006
Skills
Series 7, Series 63, Microsoft Office, OS X, Adobe Creative Suite, Windows 7, Google Analytics, Factset, MARS System
Education
Skidmore College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
American College of Thessaloniki, Greece 2011 — 2011
Middlesex Middle School
St.Luke's school
Sonja Torres Sonja Torres's Tocqueville Asset Management Experience May 2014 - Present
Job Data Management at Tocqueville Asset Management
Industry Investment Management
Experience
Tocqueville Asset Management May 2014 - Present
Tocqueville Asset Management May 2011 - August 2014
Intercruises Shoreside and Port Services September 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, NetX360, APX, Customer Service, Data Entry, Research, Leadership, Data Analysis, Financial Reporting, Photoshop, Social Media, Outlook, Teamwork
Education
New Jersey City University 2009 — 2014
Bachelor’s Degree, Accounting and Business/Management
Tocqueville Asset Management May 2014 - Present
Tocqueville Asset Management May 2011 - August 2014
Intercruises Shoreside and Port Services September 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, NetX360, APX, Customer Service, Data Entry, Research, Leadership, Data Analysis, Financial Reporting, Photoshop, Social Media, Outlook, Teamwork
Education
New Jersey City University 2009 — 2014
Bachelor’s Degree, Accounting and Business/Management
Liam O'Farrell Liam O'Farrell's Tocqueville Asset Management Experience September 2011 - December 2011
Job Student Brown University
Industry
Experience
Doctors of the World USA July 2014 - August 2014
United States Senate - Office of Sheldon Whitehouse May 2014 - June 2014
Flying Kites Global January 2012 - April 2012
Tocqueville Asset Management September 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Investments, Microsoft Word, Research, Teamwork, Leadership, Accounting, Java, Python, Matlab, Stata, PowerPoint, Policy Analysis
Education
Brown University 2012 — 2016
Bachelor's Degree, Economics and Political Science
Portsmouth Abbey High School 2007 — 2011
High School
Doctors of the World USA July 2014 - August 2014
United States Senate - Office of Sheldon Whitehouse May 2014 - June 2014
Flying Kites Global January 2012 - April 2012
Tocqueville Asset Management September 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Investments, Microsoft Word, Research, Teamwork, Leadership, Accounting, Java, Python, Matlab, Stata, PowerPoint, Policy Analysis
Education
Brown University 2012 — 2016
Bachelor's Degree, Economics and Political Science
Portsmouth Abbey High School 2007 — 2011
High School
Kristin McDonnell's Tocqueville Asset Management Experience May 2009 - May 2010
Job MBA Candidate, Class of 2017 | Fuqua School of Business | Duke University
Industry Financial Services
Experience
Bergen Asset Management, LLC September 2012 - June 2015
Ipreo June 2010 - September 2012
Tocqueville Asset Management May 2009 - May 2010
NYU Stern School of Business September 2006 - May 2010
Skills
Valuation, Bloomberg, Equities, Capital Markets, Financial Analysis, Equity Research, Bloomberg Terminal, Economics, Capital IQ, Hedge Funds, Investments, Analytics, Data Analysis, Due Diligence, Equity Valuation, Private Equity, Fixed Income, Financial Modeling, Corporate Finance, Investment Banking
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Class of 2017
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (BS), Finance, International Business
Greensboro Day School
Bergen Asset Management, LLC September 2012 - June 2015
Ipreo June 2010 - September 2012
Tocqueville Asset Management May 2009 - May 2010
NYU Stern School of Business September 2006 - May 2010
Skills
Valuation, Bloomberg, Equities, Capital Markets, Financial Analysis, Equity Research, Bloomberg Terminal, Economics, Capital IQ, Hedge Funds, Investments, Analytics, Data Analysis, Due Diligence, Equity Valuation, Private Equity, Fixed Income, Financial Modeling, Corporate Finance, Investment Banking
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Class of 2017
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (BS), Finance, International Business
Greensboro Day School
Nathaniel Buhler's Tocqueville Asset Management Experience May 2013 - July 2013
Job Analyst at Lidl US
Industry Real Estate
Experience
Lidl US September 2015 - Present
Hanover Research January 2015 - August 2015
Tocqueville Asset Management May 2013 - July 2013
The Basic Needs Program May 2011 - July 2011
The Daily Star, BD May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, Statistical Software, Statistical Modeling, Data Analysis, Financial Modeling, DCF Valuation, FactSet, Stata, Research, Economics, Valuation, Financial Analysis
Education
Sewanee-The University of the South 2010 — 2014
Bachelor’s Degree, Economics
Sewanee: The University of the South 2010 — 2014
Bachelor's Degree, Economics
2015 Level 1 Candidate in the CFA Program
Lidl US September 2015 - Present
Hanover Research January 2015 - August 2015
Tocqueville Asset Management May 2013 - July 2013
The Basic Needs Program May 2011 - July 2011
The Daily Star, BD May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, Statistical Software, Statistical Modeling, Data Analysis, Financial Modeling, DCF Valuation, FactSet, Stata, Research, Economics, Valuation, Financial Analysis
Education
Sewanee-The University of the South 2010 — 2014
Bachelor’s Degree, Economics
Sewanee: The University of the South 2010 — 2014
Bachelor's Degree, Economics
2015 Level 1 Candidate in the CFA Program
Stanley J. Pongracz Stanley J. Pongracz's Tocqueville Asset Management Experience June 2015 - August 2015
Job Securities Analyst Intern at Tocqueville Asset Management
Industry Financial Services
Experience
Villanova University September 2014 - Present
Tocqueville Asset Management June 2015 - August 2015
Tocqueville Asset Management June 2014 - August 2014
Villanova University October 2013 - August 2014
Z Glass Design Inc. May 2013 - August 2013
Fairfield Beach Club June 2008 - August 2013
Aflac February 2013 - May 2013
William Raveis Real Estate April 2011 - July 2011
Skills
Microsoft Excel, Team Leadership, Microsoft Word, PowerPoint, Management, Public Speaking
Education
Villanova University 2013 — 2015
Economics
Iona College 2011 — 2013
Bachelor of Science (B.S.), Finance, Economics
Fairfield Ludlowe High School 2007 — 2011
High School Diploma
Villanova University September 2014 - Present
Tocqueville Asset Management June 2015 - August 2015
Tocqueville Asset Management June 2014 - August 2014
Villanova University October 2013 - August 2014
Z Glass Design Inc. May 2013 - August 2013
Fairfield Beach Club June 2008 - August 2013
Aflac February 2013 - May 2013
William Raveis Real Estate April 2011 - July 2011
Skills
Microsoft Excel, Team Leadership, Microsoft Word, PowerPoint, Management, Public Speaking
Education
Villanova University 2013 — 2015
Economics
Iona College 2011 — 2013
Bachelor of Science (B.S.), Finance, Economics
Fairfield Ludlowe High School 2007 — 2011
High School Diploma
Erik Ranson Erik Ranson's Tocqueville Asset Management Experience 2013 - Present
Job Director of Intermediary Sales at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management 2013 - Present
Hennessy Funds October 2012 - 2013
FBR 2012 - 2012
Kalmar Investments 2010 - 2012
Legg Mason 2007 - 2009
Legg Mason 2005 - 2007
Skills
Financial Analysis, Financial Modeling, Financial Planning, Asset Managment, Mutual Funds, Wealth Management, Sales, Asset Allocation, Series 7, Equity Research, Investments, Portfolio Management, Fixed Income, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 2011 — 2014
Master of Business Administration (M.B.A.)
Salisbury University - Perdue School of Business
Bachelor of Science (B.S.), Finance
Mt. Hebron High School
Honors
Tocqueville Asset Management 2013 - Present
Hennessy Funds October 2012 - 2013
FBR 2012 - 2012
Kalmar Investments 2010 - 2012
Legg Mason 2007 - 2009
Legg Mason 2005 - 2007
Skills
Financial Analysis, Financial Modeling, Financial Planning, Asset Managment, Mutual Funds, Wealth Management, Sales, Asset Allocation, Series 7, Equity Research, Investments, Portfolio Management, Fixed Income, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 2011 — 2014
Master of Business Administration (M.B.A.)
Salisbury University - Perdue School of Business
Bachelor of Science (B.S.), Finance
Mt. Hebron High School
Honors
Adam Goldberg Adam Goldberg's Tocqueville Asset Management Experience June 2010 - July 2010
Job Analyst at H/2 Capital Partners
Industry Real Estate
Experience
H/2 Capital Partners July 2014 - Present
The Wharton School January 2014 - May 2014
Vornado Realty Trust June 2013 - August 2013
Angelo, Gordon & Co. June 2012 - August 2012
The First Tee June 2011 - August 2011
Tocqueville Asset Management June 2010 - July 2010
Skills
Real Estate, Financial Modeling, Valuation, PowerPoint, Research
Education
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science, Finance, Real Estate
Newark Academy 2006 — 2010
H/2 Capital Partners July 2014 - Present
The Wharton School January 2014 - May 2014
Vornado Realty Trust June 2013 - August 2013
Angelo, Gordon & Co. June 2012 - August 2012
The First Tee June 2011 - August 2011
Tocqueville Asset Management June 2010 - July 2010
Skills
Real Estate, Financial Modeling, Valuation, PowerPoint, Research
Education
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science, Finance, Real Estate
Newark Academy 2006 — 2010
Matthew Loesch, CFA Matthew Loesch, CFA's Tocqueville Asset Management Experience June 2009 - Present
Job Equity Analyst at Tocqueville Asset Management
Industry Investment Management
Experience
Tocqueville Asset Management June 2009 - Present
HealthpointCapital September 2008 - May 2009
Jennison Associates May 2007 - August 2007
AllianceBernstein August 2000 - May 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance, Economics and Value Investing
University at Albany, SUNY 1996 — 2000
BS, Biochemistry and Molecular Biology
Tocqueville Asset Management June 2009 - Present
HealthpointCapital September 2008 - May 2009
Jennison Associates May 2007 - August 2007
AllianceBernstein August 2000 - May 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance, Economics and Value Investing
University at Albany, SUNY 1996 — 2000
BS, Biochemistry and Molecular Biology
Christopher Bertinelli, CIMA Christopher Bertinelli, CIMA's Tocqueville Asset Management Experience September 2011 - September 2013
Job Regional Director at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners September 2013 - Present
Tocqueville Asset Management September 2011 - September 2013
Ashfield Capital Partners, LLC 2010 - September 2011
Morgan Stanley Smith Barney 2003 - 2010
Fred Alger Management 1999 - 2003
MFS Investment Management 1997 - 1998
Skills
Mutual Funds, Alternative Investments, Series 63, ETFs, Separately Managed..., Series 7, Series 24, Series 65, External Wholesaling, RIAs (Registered..., Independent Broker..., Wire House Firms, Third Party Distribution, National and Key..., UITs, Sub-Advisory and..., Asset Allocation, FINRA, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Portfolio Management, Securities, Unit Investment Trusts, Wealth Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Certified Investment Management Analyst
Boston University 1993 — 1997
BA, International Relations, Economics
Brandes Investment Partners September 2013 - Present
Tocqueville Asset Management September 2011 - September 2013
Ashfield Capital Partners, LLC 2010 - September 2011
Morgan Stanley Smith Barney 2003 - 2010
Fred Alger Management 1999 - 2003
MFS Investment Management 1997 - 1998
Skills
Mutual Funds, Alternative Investments, Series 63, ETFs, Separately Managed..., Series 7, Series 24, Series 65, External Wholesaling, RIAs (Registered..., Independent Broker..., Wire House Firms, Third Party Distribution, National and Key..., UITs, Sub-Advisory and..., Asset Allocation, FINRA, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Portfolio Management, Securities, Unit Investment Trusts, Wealth Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Certified Investment Management Analyst
Boston University 1993 — 1997
BA, International Relations, Economics
Warner Watkins's Tocqueville Asset Management Experience June 2015 - Present
Job Equity Research Associate at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management June 2015 - Present
Sterne Agee February 2015 - May 2015
Sterne Agee June 2014 - July 2014
Sterne Agee June 2013 - August 2013
New Capital Partners March 2013 - June 2013
Vulcan Materials Company May 2011 - July 2011
Skills
Equity Research, Equities, Research, Bloomberg Terminal, Microsoft Excel, Data Analysis, PowerPoint
Education
University of Alabama 2013 — 2015
Master of Business Administration (MBA), Finance, General
Sewanee-The University of the South 2008 — 2012
Bachelor of Science (B.S.), Biology/Biological Sciences, General
University of Oxford 2011 — 2011
St. John's College, British Studies
Tocqueville Asset Management June 2015 - Present
Sterne Agee February 2015 - May 2015
Sterne Agee June 2014 - July 2014
Sterne Agee June 2013 - August 2013
New Capital Partners March 2013 - June 2013
Vulcan Materials Company May 2011 - July 2011
Skills
Equity Research, Equities, Research, Bloomberg Terminal, Microsoft Excel, Data Analysis, PowerPoint
Education
University of Alabama 2013 — 2015
Master of Business Administration (MBA), Finance, General
Sewanee-The University of the South 2008 — 2012
Bachelor of Science (B.S.), Biology/Biological Sciences, General
University of Oxford 2011 — 2011
St. John's College, British Studies
Dushyant Pandit's Tocqueville Asset Management Experience 2003 - 2010
Job Investment Advisor at Dorchester Advisors
Industry Investment Management
Experience
Dorchester Advisors 2010 - Present
Tocqueville Asset Management 2003 - 2010
Merrill Lynch & Co 2000 - 2002
BearingPoint (KPMG Consulting) 1999 - 2000
Gruntal & Company 1997 - 1999
PNC Financial Service Group 1988 - 1997
Hay Group 1979 - 1988
Skills
Value Investing, Investments, investment management, Portfolio Management, Registered Investment..., RIA, Financial Advisory, Financial Advice, Wealth Management, Private Wealth..., Wealth, Simplification, Management Consulting, Mutual Funds, Financial Planning, Equities, Marketing Strategy, Asset Allocation, Investment Advisory, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA
Elphinstone College 1975 — 1977
B.Sc.
St. Xavier's College 1974 — 1975
Inter Sc.
Campion High School, Bombay
Dorchester Advisors 2010 - Present
Tocqueville Asset Management 2003 - 2010
Merrill Lynch & Co 2000 - 2002
BearingPoint (KPMG Consulting) 1999 - 2000
Gruntal & Company 1997 - 1999
PNC Financial Service Group 1988 - 1997
Hay Group 1979 - 1988
Skills
Value Investing, Investments, investment management, Portfolio Management, Registered Investment..., RIA, Financial Advisory, Financial Advice, Wealth Management, Private Wealth..., Wealth, Simplification, Management Consulting, Mutual Funds, Financial Planning, Equities, Marketing Strategy, Asset Allocation, Investment Advisory, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA
Elphinstone College 1975 — 1977
B.Sc.
St. Xavier's College 1974 — 1975
Inter Sc.
Campion High School, Bombay
Keye Lu's Tocqueville Asset Management Experience April 2006 - Present
Job Operation Manager
Industry Investment Management
Experience
Tocqueville Asset Management April 2006 - Present
AXA Advisors June 2000 - November 2005
Skills
Asset Management, Mutual Funds, Hedge Funds, Operations Management, 529 Plans, Advent, Alternative Investments, Corporate Actions, Performance Analysis, Private Placements, Financial Operations, Fund Administration, Cost Basis Reporting, General Securities..., UCITS, Equity Valuation, Prime Brokerage, Process Automation, Wealth Management, Investment Advisory, Equities, Asset Managment, Series 7, Investments, Fixed Income, Due Diligence, Valuation, Portfolio Management, Securities, Series 24
Education
New York University 1996 — 2000
Tocqueville Asset Management April 2006 - Present
AXA Advisors June 2000 - November 2005
Skills
Asset Management, Mutual Funds, Hedge Funds, Operations Management, 529 Plans, Advent, Alternative Investments, Corporate Actions, Performance Analysis, Private Placements, Financial Operations, Fund Administration, Cost Basis Reporting, General Securities..., UCITS, Equity Valuation, Prime Brokerage, Process Automation, Wealth Management, Investment Advisory, Equities, Asset Managment, Series 7, Investments, Fixed Income, Due Diligence, Valuation, Portfolio Management, Securities, Series 24
Education
New York University 1996 — 2000
Keith Collazo's Tocqueville Asset Management Experience April 2008 - Present
Job Equity Trader at Tocqueville Asset Mgmt.
Industry Investment Management
Experience
Tocqueville Asset Management April 2008 - Present
US Trust February 2006 - April 2008
Lazard Asset Management June 2001 - February 2006
Education
Fordham University 1997 — 2001
Tocqueville Asset Management April 2008 - Present
US Trust February 2006 - April 2008
Lazard Asset Management June 2001 - February 2006
Education
Fordham University 1997 — 2001
Alec Kleinschmidt's Tocqueville Asset Management Experience April 2010 - Present
Job Equity Trader at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management April 2010 - Present
Tocqueville Asset Management January 2008 - April 2010
Education
Ohio Wesleyan University 2000 — 2004
BA, History
The Lawrenceville School 1997 — 2000
Tocqueville Asset Management April 2010 - Present
Tocqueville Asset Management January 2008 - April 2010
Education
Ohio Wesleyan University 2000 — 2004
BA, History
The Lawrenceville School 1997 — 2000
Larry Fields's Tocqueville Asset Management Experience November 2008 - Present
Job Managing Director at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management January 1985 - October 2008
Bear Stearns 1985 - 2008
New York Life June 1969 - January 1985
Skills
Portfolio Management, Investments, Fixed Income, Management, Equities, Asset Management, Series 7, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1969 — 1976
mba, finance
The Ohio State University Fisher College of Business 1965 — 1969
BS, Accounting
Ithaca College 1964 — 1965
Accounting
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management January 1985 - October 2008
Bear Stearns 1985 - 2008
New York Life June 1969 - January 1985
Skills
Portfolio Management, Investments, Fixed Income, Management, Equities, Asset Management, Series 7, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1969 — 1976
mba, finance
The Ohio State University Fisher College of Business 1965 — 1969
BS, Accounting
Ithaca College 1964 — 1965
Accounting
Peter Rossi's Tocqueville Asset Management Experience February 2012 - June 2013
Job Operations Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2013 - Present
Tocqueville Asset Management February 2012 - June 2013
Ellucian (Previously SunGard Higher Education) January 2010 - February 2012
Penn Mutual July 2009 - December 2009
McNeil Consumer & Specialty Pharmaceuticals September 2007 - March 2008
Lockheed Martin October 2006 - April 2007
Skills
Analysis, Research, CRM, Financial Analysis, Competitive Analysis, Microsoft Excel, Sales Support Tools, Relationship Management, Banking Relationships, Business Development, Finance, Management, Microsoft Office, Sales, Strategy, PowerPoint
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science, Business Administration
Neuberger Berman July 2013 - Present
Tocqueville Asset Management February 2012 - June 2013
Ellucian (Previously SunGard Higher Education) January 2010 - February 2012
Penn Mutual July 2009 - December 2009
McNeil Consumer & Specialty Pharmaceuticals September 2007 - March 2008
Lockheed Martin October 2006 - April 2007
Skills
Analysis, Research, CRM, Financial Analysis, Competitive Analysis, Microsoft Excel, Sales Support Tools, Relationship Management, Banking Relationships, Business Development, Finance, Management, Microsoft Office, Sales, Strategy, PowerPoint
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science, Business Administration
Cleo Kotis's Tocqueville Asset Management Experience September 2009 - Present
Job Director of Operations, The Delafield Group of Tocqueville Asset Management L.P. and Trust Secretary, Tocqueville Trust
Industry Investment Management
Experience
The Tocqueville Trust February 2010 - Present
Tocqueville Asset Management September 2009 - Present
Delafield Asset Management December 1993 - September 2009
Reich & Tang Asset Management, LLC December 1993 - September 2009
Skills
Alternative Investments, Series 7, Asset Managment, Investment Advisory, Wealth Management, Investments, Valuation, Mutual Funds, Hedge Funds, Due Diligence, Mergers, Mergers & Acquisitions, Hold Series 7, Series 6, Series 63, Series 65, Equities, Asset Management, Bloomberg, Equity Research, Series 24
Education
Baruch College, City University of New York (CUNY)
Hillcrest High School
P.S. 217
The Tocqueville Trust February 2010 - Present
Tocqueville Asset Management September 2009 - Present
Delafield Asset Management December 1993 - September 2009
Reich & Tang Asset Management, LLC December 1993 - September 2009
Skills
Alternative Investments, Series 7, Asset Managment, Investment Advisory, Wealth Management, Investments, Valuation, Mutual Funds, Hedge Funds, Due Diligence, Mergers, Mergers & Acquisitions, Hold Series 7, Series 6, Series 63, Series 65, Equities, Asset Management, Bloomberg, Equity Research, Series 24
Education
Baruch College, City University of New York (CUNY)
Hillcrest High School
P.S. 217
Max Rodriguez, CFA's Tocqueville Asset Management Experience Institutional Sales & Consultant RelationsSenior Vice PresidentFirst Pacific Advisors
Job Head of Institutional Sales at Tocqueville Asset Management
Industry Investment Management
Experience
Tocqueville Asset Management Institutional Sales & Consultant RelationsSenior Vice PresidentFirst Pacific Advisors
JP Morgan Asset Management June 2007 - January 2014
Skills
Investment Management, Defined Benefit, Fixed Income, Alternative Investments, Defined Contribution, Equities, Asset Allocation, Private Equity, Hedge Funds, Real Estate
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
B.S., Finance
Universidad Complutense de Madrid
Tocqueville Asset Management Institutional Sales & Consultant RelationsSenior Vice PresidentFirst Pacific Advisors
JP Morgan Asset Management June 2007 - January 2014
Skills
Investment Management, Defined Benefit, Fixed Income, Alternative Investments, Defined Contribution, Equities, Asset Allocation, Private Equity, Hedge Funds, Real Estate
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
B.S., Finance
Universidad Complutense de Madrid
Kieran Lyons's Tocqueville Asset Management Experience January 1992 - December 1999
Job Director at Odissy Ltd
Industry Investment Management
Experience
Odissy Ltd UK May 2014 - Present
Lyons Financial Consulting August 2009 - Present
Old Hill Advisers March 2008 - August 2009
Integrated Investment Solutions LLC February 2008 - March 2008
Aladdin Capital Management LLC June 2005 - November 2007
Dolphin Limited February 2005 - May 2005
Lyons Financial Consulting January 2000 - February 2005
Tocqueville Asset Management January 1992 - December 1999
Pegg & Pegg January 1985 - January 1992
Skills
Hedge Funds, Investments, Portfolio Management, Securities, Fixed Income, Mutual Funds, Financial Services, Finance, Funding, Alternative Investments, Equities, Strategy, Asset Management, Accounting, Auditing, Management, Analysis, Mergers & Acquisitions, Investment Banking, Financial Analysis, Private Equity
Education
University at Buffalo 1975 — 1979
B.S., Business Administration
Odissy Ltd UK May 2014 - Present
Lyons Financial Consulting August 2009 - Present
Old Hill Advisers March 2008 - August 2009
Integrated Investment Solutions LLC February 2008 - March 2008
Aladdin Capital Management LLC June 2005 - November 2007
Dolphin Limited February 2005 - May 2005
Lyons Financial Consulting January 2000 - February 2005
Tocqueville Asset Management January 1992 - December 1999
Pegg & Pegg January 1985 - January 1992
Skills
Hedge Funds, Investments, Portfolio Management, Securities, Fixed Income, Mutual Funds, Financial Services, Finance, Funding, Alternative Investments, Equities, Strategy, Asset Management, Accounting, Auditing, Management, Analysis, Mergers & Acquisitions, Investment Banking, Financial Analysis, Private Equity
Education
University at Buffalo 1975 — 1979
B.S., Business Administration
Ches Snider, CFA's Tocqueville Asset Management Experience November 2013 - Present
Job Tocqueville Funds Senior Regional Sales Associate
Industry Financial Services
Experience
Tocqueville Asset Management November 2013 - Present
ENG LLC March 2012 - October 2013
Morgan Joseph Tri Artisan Partners August 2010 - December 2011
CL King & Associates March 2007 - August 2010
Telsey Advisory Group February 2006 - March 2007
New Vernon Associates January 2005 - February 2006
Bear Stearns July 1998 - June 2003
Education
United States Naval Academy 1989 — 1993
Bachelors of Science, English
Tocqueville Asset Management November 2013 - Present
ENG LLC March 2012 - October 2013
Morgan Joseph Tri Artisan Partners August 2010 - December 2011
CL King & Associates March 2007 - August 2010
Telsey Advisory Group February 2006 - March 2007
New Vernon Associates January 2005 - February 2006
Bear Stearns July 1998 - June 2003
Education
United States Naval Academy 1989 — 1993
Bachelors of Science, English
Nicholas Carlozzi's Tocqueville Asset Management Experience February 2005 - Present
Job Portfolio Manager at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management February 2005 - Present
Robert R. Meredith & Co June 1996 - February 2005
Skills
Asset Allocation, Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Management, Portfolio Management, Mutual Funds, Bloomberg, Investments, Equity Research, Investment Strategies, Series 7, Wealth Management, Valuation, Financial Modeling, Investment Advisory, Investment Management, ETFs, Trading, Series 63, Financial Markets, Securities
Education
University of Wisconsin-Madison 1974 — 1978
Doctor of Philosophy (PhD), International Economics
Denison University 1970 — 1974
Bachelor of Arts (BA), Mathematical Economics
Tocqueville Asset Management February 2005 - Present
Robert R. Meredith & Co June 1996 - February 2005
Skills
Asset Allocation, Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Management, Portfolio Management, Mutual Funds, Bloomberg, Investments, Equity Research, Investment Strategies, Series 7, Wealth Management, Valuation, Financial Modeling, Investment Advisory, Investment Management, ETFs, Trading, Series 63, Financial Markets, Securities
Education
University of Wisconsin-Madison 1974 — 1978
Doctor of Philosophy (PhD), International Economics
Denison University 1970 — 1974
Bachelor of Arts (BA), Mathematical Economics
Tom Pandick's Tocqueville Asset Management Experience January 2004 - Present
Job CCO at Tocqueville Asset Management
Industry Investment Management
Experience
Tocqueville Asset Management January 2004 - Present
Kirkbride Asset Management March 2000 - December 2003
New York State Workers' Compensation Board June 1995 - April 1999
New York State Common Retirement Fund September 1985 - April 1995
New York State Employees' Retirement Sysytem March 1979 - September 1985
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Equities, Investment Advisory, Series 7, Legal Compliance, Securities Regulation, Compliance Regulations
Education
Albany Law School of Union University 1969 — 1972
JD
Ithaca College 1965 — 1969
Bachelor of Science (BS), Accounting
Tocqueville Asset Management January 2004 - Present
Kirkbride Asset Management March 2000 - December 2003
New York State Workers' Compensation Board June 1995 - April 1999
New York State Common Retirement Fund September 1985 - April 1995
New York State Employees' Retirement Sysytem March 1979 - September 1985
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Equities, Investment Advisory, Series 7, Legal Compliance, Securities Regulation, Compliance Regulations
Education
Albany Law School of Union University 1969 — 1972
JD
Ithaca College 1965 — 1969
Bachelor of Science (BS), Accounting
Getsos Jerry's Tocqueville Asset Management Experience 2002 - 2006
Job Global / International Value Portfolio Manager & Director of Research
Industry Investment Management
Experience
Klingenstein Fields Wealth Advisors 2006 - Present
Tocqueville Asset Management 2002 - 2006
LePercq de Neuflize & Co. 1995 - 2002
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Research, Outlook
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
Master of Business Administration (MBA), Portfolio Management
Fordham University 1982 — 1985
Bachelor of Science (B.S.), Finance and Economics
Klingenstein Fields Wealth Advisors 2006 - Present
Tocqueville Asset Management 2002 - 2006
LePercq de Neuflize & Co. 1995 - 2002
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Research, Outlook
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
Master of Business Administration (MBA), Portfolio Management
Fordham University 1982 — 1985
Bachelor of Science (B.S.), Finance and Economics
Ben Vinograd's Tocqueville Asset Management Experience 2008 - 2008
Job MBA/JD Candidate at the University of Pennsylvania
Industry Financial Services
Experience
The Wharton School, University of Pennsylvania Law School 2015 - Present
Credit Suisse July 2013 - July 2015
RBS Global Banking & Markets August 2010 - June 2013
Height Analytics July 2009 - August 2009
Tocqueville Asset Management 2008 - 2008
Skills
Bloomberg, Capital Markets, Financial Modeling, Equities, Fixed Income, Valuation, Credit Analysis, Financial Analysis, Investment Banking, Corporate Finance, Microsoft Excel, Series 7, Spanish, PowerPoint, Mergers, Due Diligence, Microsoft Word, Business Strategy
Education
Georgetown University 2006 — 2010
BSFS, International Economics
Sciences Po 2009 — 2009
The Wharton School, University of Pennsylvania Law School 2015 - Present
Credit Suisse July 2013 - July 2015
RBS Global Banking & Markets August 2010 - June 2013
Height Analytics July 2009 - August 2009
Tocqueville Asset Management 2008 - 2008
Skills
Bloomberg, Capital Markets, Financial Modeling, Equities, Fixed Income, Valuation, Credit Analysis, Financial Analysis, Investment Banking, Corporate Finance, Microsoft Excel, Series 7, Spanish, PowerPoint, Mergers, Due Diligence, Microsoft Word, Business Strategy
Education
Georgetown University 2006 — 2010
BSFS, International Economics
Sciences Po 2009 — 2009
Anthony Chen, CPA's Tocqueville Asset Management Experience August 2007 - December 2013
Job Management Company Controller at Saba Capital
Industry Investment Management
Experience
Saba Capital Management, L.P. January 2014 - Present
Tocqueville Asset Management August 2007 - December 2013
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Mutual Funds, Series 7, Valuation, Due Diligence, Fixed Income, Financial Analysis, Financial Modeling, Investments, 401k, Payroll, ADP Payroll, Paychex, Microsoft Excel, Microsoft Dynamics GP, QuickBooks, Advent, Cost Allocation, Capital Allocation, Concur, American Express, Transfer Pricing, Benchmarking, BPO, Tax
Education
Boston University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Boston University Questrom School of Business 2002 — 2006
Bachelors, Accounting & Finance
Saba Capital Management, L.P. January 2014 - Present
Tocqueville Asset Management August 2007 - December 2013
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Mutual Funds, Series 7, Valuation, Due Diligence, Fixed Income, Financial Analysis, Financial Modeling, Investments, 401k, Payroll, ADP Payroll, Paychex, Microsoft Excel, Microsoft Dynamics GP, QuickBooks, Advent, Cost Allocation, Capital Allocation, Concur, American Express, Transfer Pricing, Benchmarking, BPO, Tax
Education
Boston University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Boston University Questrom School of Business 2002 — 2006
Bachelors, Accounting & Finance
Jason Scheibel's Tocqueville Asset Management Experience February 2015 - Present
Job Director of Operations at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management February 2015 - Present
Tocqueville Asset Management L.P. 2010 - January 2015
Reich & Tang Asset Management, LLC 1999 - 2009
Reich & Tang Funds September 1999 - January 2002
Skills
Technical Support, Account Reconciliation, Business, Team, Personnel Management, System Administration, Process Engineering, Asset Managment, Marketing, Management, Research, Staff Development, Project Management, Outlook, Microsoft Excel, Contract Negotiation, Microsoft Office, Business Development, New Business Development, Process Improvement, Portfolio Management, Investments, Equities, Mutual Funds, Asset Management, Access, Budgets, Alternative Investments, Series 7, Finance, Financial Analysis
Education
Clemson University 1995 — 1999
Financial Management
Tocqueville Asset Management February 2015 - Present
Tocqueville Asset Management L.P. 2010 - January 2015
Reich & Tang Asset Management, LLC 1999 - 2009
Reich & Tang Funds September 1999 - January 2002
Skills
Technical Support, Account Reconciliation, Business, Team, Personnel Management, System Administration, Process Engineering, Asset Managment, Marketing, Management, Research, Staff Development, Project Management, Outlook, Microsoft Excel, Contract Negotiation, Microsoft Office, Business Development, New Business Development, Process Improvement, Portfolio Management, Investments, Equities, Mutual Funds, Asset Management, Access, Budgets, Alternative Investments, Series 7, Finance, Financial Analysis
Education
Clemson University 1995 — 1999
Financial Management
Carol Liverano's Tocqueville Asset Management Experience March 2005 - Present
Job Settlements Manager at Tocqueville Asset Management
Industry Investment Management
Experience
Tocqueville Asset Management March 2005 - Present
Lyon, Stubbs & Tompkins March 1983 - August 2005
Skills
Multi Tasking, Organizational..., Team Leadership, Strategic Leadership, Creative Writing, Advent, Alert, Netexpro
Education
Pace University 1990 — 2003
Tocqueville Asset Management March 2005 - Present
Lyon, Stubbs & Tompkins March 1983 - August 2005
Skills
Multi Tasking, Organizational..., Team Leadership, Strategic Leadership, Creative Writing, Advent, Alert, Netexpro
Education
Pace University 1990 — 2003
Phil Switzer's Tocqueville Asset Management Experience May 2001 - Present
Job Trader at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management May 2001 - Present
Skills
Equities, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Management, Bloomberg, Valuation, Securities, Alternative Investments, Hedge Funds, Mutual Funds, Investment Strategies, Derivatives
Education
Rutgers University-New Brunswick 1983 — 1987
Colonia High School 1979 — 1982
High School , College prep
Tocqueville Asset Management May 2001 - Present
Skills
Equities, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Management, Bloomberg, Valuation, Securities, Alternative Investments, Hedge Funds, Mutual Funds, Investment Strategies, Derivatives
Education
Rutgers University-New Brunswick 1983 — 1987
Colonia High School 1979 — 1982
High School , College prep
John R. Repetti (JR)'s Tocqueville Asset Management Experience May 2009 - August 2009
Job Looking for Opportunities in Sales & Finance
Industry Sports
Experience
National Golf Links of America 2012 - 2014
Club Nautico 2011 - 2012
Rebel Radio WUMS 92.1 2009 - 2010
Tocqueville Asset Management May 2009 - August 2009
Skills
Coaching, Event Management, Sports Marketing, Event Planning, Marketing, Recruiting, Social Media, Public Speaking, Sports Coaching, Sponsorship, Social Networking
Education
University of Mississippi 2007 — 2011
Bachelor's Degree, Managerial Finance
National Golf Links of America 2012 - 2014
Club Nautico 2011 - 2012
Rebel Radio WUMS 92.1 2009 - 2010
Tocqueville Asset Management May 2009 - August 2009
Skills
Coaching, Event Management, Sports Marketing, Event Planning, Marketing, Recruiting, Social Media, Public Speaking, Sports Coaching, Sponsorship, Social Networking
Education
University of Mississippi 2007 — 2011
Bachelor's Degree, Managerial Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY