Meet Our Team

  • Heather J. Perlmutter, Portfolio Manager

    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.

     

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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:

    Heather Perlmutter
    hjp@tocqueville.com
    (212) 698-0817


    Thought Pieces From the Team


    Dissecting the Current Market Environment: A Discussion with Tocqueville’s CIO Robert Kleinschmidt

    On Monday, March 20th, Tocqueville’s Chief Investment Officer Robert W. Kleinschmidt sat down to walk through his thoughts on the ...

    Regimes Change, Processes Don’t

    We hope that this finds you well and that 2023 is off to a productive and healthy start. Over the ...

    Dusting Off the Textbook

    “Not since the 1970s…” This line has been a common reference used over the past ten months to discuss the ...

    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

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.