The Intersection of Math and Mission: A Conversation with Michael Meltzer


Financial Planning

The Intersection of Math and Mission: A Conversation with Michael Meltzer

Michael Meltzer chats with the Jewish Communal Fund on how philanthropy and financial planning aren't separate conversations — they're one and the same.

Michael Meltzer Michael Meltzer Portfolio Manager · Apr 2026 · 1 min read

Michael Meltzer speaks with the Jewish Communal Fund about how thoughtful financial planning can turn complex tax situations into meaningful philanthropic impact. The conversation highlights Michael’s personal giving journey, his work with donor advised funds, and the idea that “math” can help support a broader charitable mission.

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Michael Meltzer
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Michael Meltzer

Portfolio Manager

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

Prior to joining Tocqueville, Mr. Meltzer worked at Bear Stearns Asset Management (BSAM), where he was an Associate Director and Assistant Portfolio Manager in the Specialized Investment Management Group. He started at BSAM in 2003 as an analyst, focusing on institutional marketing and client service for the not-for-profit and family office sectors.

Actively involved in the non-profit community, Mr. Meltzer serves on the Board of Maya's Hope, an organization dedicated to improving the lives of orphaned and special-needs children globally, having previously served as Chairman of the Board. He was recognized with the 2016 Global Community Impact Award from the Invest in Others Charitable Foundation and was named one of Crain's New York Business's Notable LGBTQ Leaders and Executives in 2021. He also serves on the Jewish Communal Fund’s Professional Advisor Council. 

Mr. Meltzer earned a B.S. in Finance and International Business from New York University and a J.D. from Fordham University. He holds his Series 7 and 66 securities licenses.

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