Meet Our Team

  • Michael T. Meltzer

    Michael T. Meltzer is a Portfolio Manager at Tocqueville Asset Management L.P. He joined Tocqueville in 2008 and is a member of the Wealth Management Group. Mr. Meltzer is primarily responsible for asset allocation, risk management, portfolio analysis and trading, tax management, and client service.

    Prior to joining Tocqueville, Mr. Meltzer was an Associate Director and Assistant Portfolio Manager within the Specialized Investment Management Group at Bear Stearns Asset Management Inc. (BSAM). Mr. Meltzer, who joined the Specialized Investment Management Group in 2003, began his career at BSAM as an analyst supporting the Firm’s institutional marketing and client service efforts, focusing on the not-for-profit and family office market.

    Publications include: The Definitive Guide to Income Tax Planning for Same-Sex Couples, Journal of Taxation (March 2015) (with Robert R. Lyons and Sean R. Weissbart) and International Estate Planning for the Domestic Lawyer, Estate Planning (April 2016) (with Michael S. Schwartz and Sean R. Weissbart.)

    Mr. Meltzer earned a B.S. in Finance and International Business from New York University and a J.D. from Fordham University.


  • Meet My Team

    Michael Meltzer, Taylor Cantrell, Tanya McDonald, Heather Perlmutter, Lawrence Fields, Kim Narvaez, Joseph Piropato

    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.”

    Michael Meltzer

Mutual Funds

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