Michael Meltzer Email & Phone Number
Portfolio Manager @ Tocqueville Asset Management
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Michael Meltzer Location
- New York, NY, US
Michael Meltzer Work
- 2008 - now Portfolio Manager @
- 2000 - 2008 Associate Director @
Michael Meltzer Education
- Fordham University School of Law
JD (Law)
2003 - 2007 - NYU Stern School of Business
BS (Finance, International Business, Art History)
1997 - 2001 - Ramaz School
High School
1993 - 1997
Michael Meltzer Skills
- Portfolio Strategy
- Portfolio Management
- Financial Advisory
- Wealth Management
- Risk Management
- Investment Advisory
- Financial Planning
- Asset Allocation
- Analysis
- Trading
- Modeling
- Client Service
- Customer Relations
- Retirement Planning
- Investments
- Investment Strategies
- Asset Management
- Wealth
- Retirement Income Strategies
- Retirement
- Estate Planning
- Financial Advice
- High Net Worth Individuals
- Budgeting
- Investment Policy
- Private Wealth Management
- Financial Analysis
- Wealth Transfer
- Portfolios
- Customer Service
- Strategic Financial Planning
- Bloomberg
- Wealth Management Services
- Financial Services
- Investment Management
- Securities
- Equities
- Client Services
- Budgets
Michael Meltzer Summary
- Michael Meltzer, based in New York, NY, US, is currently a Portfolio Manager at Tocqueville Asset Management. Michael Meltzer brings experience from previous roles at Bear Stearns Asset Management Inc.. Michael Meltzer holds a 2003 - 2007 JD in Law @ Fordham University School of Law. With a robust skill set that includes Portfolio Strategy, Portfolio Management, Financial Advisory, Wealth Management, Risk Management and more. Michael Meltzer has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Tocqueville Asset Management Employees
Mason Sexton
Managing Director
New York, NY, US
Joseph Zock
Managing Director
New York, NY, US
David Harris
Managing Director
New York, NY, US
Jason Scheibel
Director of Operations
New York, NY, US
Michael Meltzer
Portfolio Manager
New York, NY, US
Benner Ulrich
Partner, Portfolio Manager
New York, NY, US
Robert Kramer
Managing Director
New York, NY, US
Rodman Moorhead
Portfolio Manager
New York, NY, US
Keith Collazo
Head Trader
Vero Beach, FL, US
Kelsey Graham
Chief Compliance Officer
Vero Beach, FL, US
Lucinda Lormier
Human resources director
New York, NY, US
Paul Lambert
Portfolio Manager, Tocqueville Opportunity Fund (TOPPX)
New York, NY, US
Joshua Kaufthal
Portfolio Manager
New York, NY, US
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