Meet Our Team

  • Rudolf J. Mueller, CFA

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    Rudolf J. Mueller is a Portfolio Manager at Tocqueville Asset Management L.P.

    Prior to joining Tocqueville in 2013, Mr. Mueller was the President, Chief Financial Officer, and Director at The Winchester Group, Inc. Before co-founding The Winchester Group, Inc. in 1990, he held positions at various investment firms including the Stamford Company, Sterling Grace, Van Bergen & Co., and Neuberger & Berman. He started his career as an analyst in 1964 at Hallgarten & Co. In 1970, he joined Abraham & Co. which merged with Lehman Brothers in 1975.

    He holds a B.B.A. from The City College of New York and an M.B.A. in Finance from New York University. Mr. Mueller also holds the CFA designation.

     

  • Meet My Team

    Back Row: Irvin Cherashore, John Ores, Anthony P. Balestrieri, Matthew Cherashore
    Front Row: Clare Nolan, Kathryn Morlet
    Not pictured: Rudolf Mueller

    For those seeking a relationship more akin to a family office we can provide a solution. The majority of our client account assets are custodied with the clearing agent of Tocqueville Securities L.P., our affiliated broker. This relationship allows us to provide extensive administrative services to clients in addition to serving in a traditional advisory role.

    Under the guidance of Irv Cherashore and Rudy Mueller, our value approach to equity investing focuses on a company’s free cash flow, balance sheet and dividend policy. When measuring the stock market’s returns over time it is worth noting that nearly half have come from dividends. That is not to say that we do not consider investments in so-called growth stocks where dividends might be a secondary consideration, only that these are the exception. Our fixed income approach in recent times has tended to favor shorter maturities with investment-grade ratings.

    Historically, our client relationships have cut across generational lines and our team of men and women represents different ages and levels of experience. We urge you to read their biographies so that you may find a contact to help you explore whether our team might be right for you. Each team member plays an essential part in our effort to provide personalized service to our clients, and each can walk you through our history and strategy. A key player in our team for many years, Clare Nolan heads our client services. Her many executive positions have included compliance director, head of administration and Corporate Secretary. Matt Cherashore, John Ores and Tony Balestrieri make up the hands-on team that manages our client portfolios, and Kathryn Morlet oversees private investments, providing manager selection for alternative investment solutions, including private equity, venture capital and real estate.

    Clare Nolan
    cnolan@tocqueville.com
    646-467-6541

Mutual Funds

You are about to leave the Private Wealth Management section of the website. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the Tocqueville Trust Mutual Funds. Please consider the investment objectives, risks, and charges and expenses of any Mutual Fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Mutual Fund section of the website, by contacting an authorized broker/dealer, or by calling 1-800-697-3863.Please read the prospectus carefully before you invest. By accepting you will be leaving the Private Wealth Management section of the website.