Meet Our Team

  • Susan Lee

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    Susan Lee is a Portfolio Administrator at Tocqueville Asset Management L.P.

    She has been with Tocqueville since June 2014, and is an integral part of both the Lee and Kleinschmidt teams. 

    Ms. Lee began her post-college career in the staffing industry, and then switched to managerial roles in the retail and hospitality industries before joining Bridgehampton Capital Management in 2006.  Susan also worked at CastleArk Management as an Operations/Client Service Specialist providing back-office operational and client service functions for equity and fixed income long-only and hedge-fund portfolios and clients. 

    Ms. Lee received her B.A. in Arts Management from the College of Charleston in 2000. She has earned her Series 7 and 63 licenses.

Mutual Funds

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