Tocqueville Asset Management
Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida. We serve high-net-worth individuals and families, family offices, institutions, and clients invested through the Tocqueville mutual funds. Our investment philosophy is rooted in independent thinking, rigorous in-house research, and a deep understanding of every position in each client’s portfolio. We follow a disciplined, long-term, goal-oriented approach that avoids speculation and resists market fads. Our process seeks to mitigate risk and preserve capital by emphasizing undervalued and often overlooked opportunities in the market. At Tocqueville, we pride ourselves on delivering exceptional client service and customized portfolio strategies tailored to each client’s unique financial goals and complexities. Our focus is on managing, preserving, and growing assets with the objective of building lasting, generational wealth. Learn more at Tocqueville Asset Management reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Tocqueville Asset Management is not responsible for content posted by third parties, and does not accept any endorsement, recommendation, or like statement made by third parties. Third-party content shared, liked, or commented on by Tocqueville Asset Management should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person.
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Verified contacts
88
available on Kipplo
LinkedIn employees
104
51 to 200 range
Open roles
—
no listings
Distinct roles
68
indexed titles
Tech stack
3
tools in use
Monthly traffic
309
organic / mo
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Decision-makers and verified team members
88 contacts with verified email or phone · masked until revealed.
- CK
Cleo Kotis
Director of Office Services · General Business & Management
EmailPhone - DD
Derek Derman
Advisory Board · General Business & Management
EmailPhone - JE
Jose E. Guardado
Partner & Portfolio Manager · Finance & Accounting
EmailPhone - KC
Keith Collazo
Head Trader · Finance & Accounting
EmailPhone - LF
Larry Fields
Senior Investment Advisor · Finance & Accounting
EmailPhone - NB
Natalie Blundell
Head of Client Services · Customer/Client Service
EmailPhone - DW
Don Wang
Portfolio Manager · Finance & Accounting
EmailPhone - GM
George McAuliffe
Portfolio Manager · Finance & Accounting
EmailPhone - IC
Irvin Cherashore
Portfolio Manager · Finance & Accounting
EmailPhone
Showing 9 of 88 verified contacts
Top roles at Tocqueville Asset Management
68 distinct titles indexed · top 10 shown.
- 10portfolio manager
- 7managing director
- 3trader
- 2equity research analyst
- 2operations manager
- 1&,
- 1(,)
- 1admin
- 1advisory board
- 1assistant portfolio manager
- +58more titles
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