Meet Our Team
Mr. Stock joined Tocqueville Asset Management, L.P. in 2021 as a Portfolio Manager. He works with senior portfolio manager Joseph Piropato. Prior to Tocqueville, he spent three years in Hong Kong with CIGP, a Swiss-based family office platform and asset management firm where he co-managed portfolios, directed research and set the firm’s investment strategy. Previously, he was a Vice President and equity research analyst with Bank of America Private Bank (formerly known as U.S. Trust), in New York. Mr. Stock holds a Bachelors of Science degree in Finance from Bentley University and an MBA from The University of Hong Kong. He also studied at the London School of Economics and Fudan University. Mr. Stock is a member of the Foreign Policy Association.
Meet My Team
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.
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