Meet Our Team
David T. Harris
David T. Harris is a Portfolio Manager at Tocqueville Asset Management L.P. Mr. Harris joined Tocqueville in 2002 and manages discretionary portfolios for individuals and family clients, as well as retirement plans, trusts, and eleemosynary institutions.
Prior to joining Tocqueville, Mr. Harris managed investments at Carret and Company, where he expanded his value investing technique working with Mr. Phil Carret. From 1992 to 1998, he worked as a Senior Portfolio Manager at H.G. Wellington Capital Management. Mr. Harris began his career as a security analyst in Fahnestock & Company’s Research Department. He was also an institutional and retail broker at both Fahnestock & Co. and later at Brean Murray, Foster Securities, Inc.
Mr. Harris earned a B.S. in Economics from the Wharton School at the University of Pennsylvania.
Meet My Team
Ward Anderson, David Harris, Michael Butts, Kimberley Stephens, Tina Vorgia
My investment team strives to look at the whole picture, and we custom tailor our investment decisions to your specific needs and to your temperament. Wealth is not defined by numbers on a spreadsheet or the recent performance of a portfolio. Instead wealth should be defined by each individual client depending on short and long term goals.
There is more to investing than market timing and evaluation. Our investment strategy starts with your setting a total return target, which is your income needs plus your long-term appreciation goal. Asset allocation and sector diversification will reduce the risk in meeting the target you set. Our analysis of market conditions should give you a realistic market expectation for performance.
We make every effort to understand each client’s comfort zone and dedicate ourselves to keeping within it. My team and I take pride in differentiating ourselves from other investment advisors, like all of my partners at Tocqueville, by the quality of our service, the dedication of our people, the constancy of our values, and the temperance of our judgment.
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