Meet Our Team
- Executive Leadership
- Portfolio management
- Research Analysts
- Client Service Professionals
- Advisors Emeritus
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Anthony P. Balestrieri
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Michael Butts
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Nicholas Carlozzi
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Alexander Stock
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Irvin L. Cherashore
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Matthew Cherashore
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Lawrence M. Fields
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Heather Doherty Guardado
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Jose Guardado
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David T. Harris
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James E. Hunt, Portfolio Manager
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Joshua Kaufthal
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Paul J. Kleinschmidt, President & CEO
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Robert W. Kleinschmidt, Executive Chairman & CIO
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Paul Lambert, CFA
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James Maxwell, CFA
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George B. McAuliffe III, CFA
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Michael T. Meltzer
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Rodman Moorhead
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Rudolf J. Mueller, CFA
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John Ores, CFA
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Michael J. Paton
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Heather J. Perlmutter, Portfolio Manager
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John Petrides
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Joseph S. Piropato, Portfolio Manager
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John Rochford
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Diana Lynn Salter
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Peter D. Shawn
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Benner Ulrich
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Richard Zhang
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Joseph A. Zock
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Donald Wang, CFA
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.