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 3 mobile phone numbers on RocketReach.
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New York, NY, US
John Hathaway
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Heather Perlmutter
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George McAuliffe
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Natalie Blundell
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Lucinda Lormier
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