Meet Our Team
Heather J. Perlmutter
Heather J. Perlmutter is a Portfolio Manager at Tocqueville Asset Management L.P. Ms. Perlmutter joined Tocqueville in 2008 and is a member of the Wealth Management Group.
Prior to joining Tocqueville, Ms. Perlmutter spent nearly sixteen years as a Portfolio Manager at Bear Stearns Asset Management Inc. (BSAM). As a member of the Specialized Investment Management Group at BSAM, she was responsible for the management of both taxable and tax-exempt fixed income portfolios. Prior to her experience at BSAM, Ms. Perlmutter spent three years at Bear, Stearns & Co. on the fixed income trading floor as a Sales Associate in the Corporate Coverage Group, before which she was on the fixed income trading floor at Morgan Stanley in the same capacity.
Ms. Perlmutter earned a B.A. in Communication from Rutgers University in 1986.
Meet My Team
Our team works cohesively in managing the wealth of our clients. We work so well together because we feel that we are more than business partners; we are a family. Four of us (Larry, Heather, Michael, and Kim) worked together for many years at Bear Stearns Asset Management. Joe and Tanya, who were already working together at Tocqueville in 2008 when we joined, were added to the team; and Taylor joined our group in 2015.
Our clients tend to be life-long and multi-generational – our family almost becomes a part of your family. We bring a wealth of knowledge to the management of our clients’ affairs, and welcome the opportunity to engage with their other legal and tax professionals. Within the team we integrate expertise in equities and fixed income together with a solid understanding of accounting and legal principles. In addition, we all participate in asset-allocation and risk-management decisions.
Our clients consistently tell us that they value and appreciate that we are a close-knit and communicative group, with a long track record of good performance and client service. As a team, we strive to be the consummate “trusted adviser.”
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