Meet Our Team
- Executive Leadership
- Portfolio management
- Research Analysts
- Client Service Professionals
- Advisors Emeritus
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Richard Zhang
Richard Zhang is an Assistant Portfolio Manager under the Wealth Management Group at Tocqueville Asset Management L.P.
Prior to joining Tocqueville in 2019, Richard was a Product Analyst at ValuePenguin, a personal finance website that helped consumers understand confusing financial products. He guides clients through the complexities of the financial world by simplifying jargon and ideas.
Richard graduated from New York University’s Stern School of Business with a B.S. in Finance and Sustainable Business.
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Meet My Team
Left to Right: Lawrence Fields, Michael Meltzer, Richard Zhang, Joseph Piropato, Alexander Stock, Heather Perlmutter, John Petrides Our team works cohesively in managing the wealth of our clients because we feel that we are more than business partners; we are a family. 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 attentive client service. As a team, we strive to be the consummate “trusted adviser.”
The collective intellectual capital of the group provides for the team to help our clients figure out and solve their complex financial needs. The senior members of the team have over 30 years of experience each as financial professionals. In addition, most of the team members have worked together for over 20 years in some capacity.
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 when necessary.
The team has managed client assets across decades of market cycles. Leveraging our expertise in equities and fixed income and using our unique investment process, philosophy, and strategies, we work hand-in-hand with our clients to customize the optimal asset allocation to meet their long-term asset growth targets and annual income needs, while managing their tax situation accordingly.
For more information, please contact:
Richard Zhang
rzhang@tocqueville.com
646-873-3210
Thought Pieces From the Team
John Petrides was a guest on Money Life with Chuck Jaffe
John Petrides was a guest on Money Life with Chuck Jaffe (on 10.7.2024). John and Chuck discuss diversification strategies in ...
Seeking Value Around the Globe
When I became partner at Tocqueville in 2000, we were at the tail end of the dotcom bubble. The previous ...
The Second Coming
The unholy gyre of political and societal extremes widened further in the most recent quarter, as did the distance, until ...Videos
2022 & 2023 Estate Planning and Retirement Game Plan
The Importance and Understanding of Establishing a Donor Advised Fund
John Petrides was a guest on the Money Life with Chuck Jaffe (moneylifeshow.com) (on 12.4.2023. John discusses his thoughts on potential market outcomes, portfolio positioning. Click here to listen to the interview (begins at 13:30) https://moneylifeshow.libsyn.com/tocquevilles-petrides-outside-the-magnificent-7-stocks-look-attractive
Mutual Funds
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