Meet Our Team
Heather J. Perlmutter
Heather J. Perlmutter is a Portfolio Manager at Tocqueville Asset Management L.P. Ms. Perlmutter joined Tocqueville in 2008 and is a member of the Wealth Management Group.
Prior to joining Tocqueville, Ms. Perlmutter spent nearly sixteen years as a Portfolio Manager at Bear Stearns Asset Management Inc. (BSAM). As a member of the Specialized Investment Management Group at BSAM, she was responsible for the management of both taxable and tax-exempt fixed income portfolios. Prior to her experience at BSAM, Ms. Perlmutter spent three years at Bear, Stearns & Co. on the fixed income trading floor as a Sales Associate in the Corporate Coverage Group, before which she was on the fixed income trading floor at Morgan Stanley in the same capacity.
Ms. Perlmutter earned a B.A. in Communication from Rutgers University in 1986.
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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Thought Pieces From the Team
Topic Timestamps 0:00 - 1:01: Introduction 1:01 - 1:15: Disclosures 1:15 - 4:25: Discussing the bond market sell-off with rest ...
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