Meet Our Team

• Executive Leadership
• Portfolio management
• Research Analysts
• Client Service Professionals
• Advisors Emeritus

• 

  Nicholas Carlozzi Matthew Cherashore

  Irvin L. Cherashore

  Irvin L. Cherashore is a Portfolio Manager at Tocqueville Asset Management L.P.

  Prior to joining Tocqueville in 2013, Mr. Cherashore was the Chairman and Director at The Winchester Group, Inc. Mr. Cherashore co-founded The Winchester Group, Inc. in 1990. Prior to Winchester, he held positions at Stamford Company (1985-1990) and Sterling Grace (1982-1985), and was a partner at Abraham & Co., which merged with Lehman Brothers in 1975. He served as a director of several publicly owned banks for a period covering more than thirty years. His involvement included at various times serving as a member of their Executive, Asset and Liability and Trust committees.

  He holds a B.A. from Lehigh University.

• Meet My Team

  

  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