Meet Our Team
John Ores, CFA
John Ores is an Assistant Portfolio Manager at Tocqueville Asset Management L.P.
Prior to joining Tocqueville in 2016, Mr. Ores was a Senior Manager with Basin Holdings, a global industrial holding company. Prior to Basin, Mr. Ores was an Associate Director consultant with The Siegfried Group from 2012 to 2015, and a Senior Consultant with Ores and Company from 2007 to 2011. He began his career in 2004 as an auditor with Deloitte.
Mr. Ores earned a B.S. in Accountancy from Miami University and an M.B.A. in Finance from New York University. He also holds the CFA designation.
Meet My Team
For those seeking a relationship more akin to a family office we can provide a solution. The majority of our client account assets are custodied with the clearing agent of Tocqueville Securities L.P., our affiliated broker. This relationship allows us to provide extensive administrative services to clients in addition to serving in a traditional advisory role.
Under the guidance of Irv Cherashore and Rudy Mueller, our value approach to equity investing focuses on a company’s free cash flow, balance sheet and dividend policy. When measuring the stock market’s returns over time it is worth noting that nearly half have come from dividends. That is not to say that we do not consider investments in so-called growth stocks where dividends might be a secondary consideration, only that these are the exception. Our fixed income approach in recent times has tended to favor shorter maturities with investment-grade ratings.
Historically, our client relationships have cut across generational lines and our team of men and women represents different ages and levels of experience. We urge you to read their biographies so that you may find a contact to help you explore whether our team might be right for you. Each team member plays an essential part in our effort to provide personalized service to our clients, and each can walk you through our history and strategy. A key player in our team for many years, Clare Nolan heads our client services. Her many executive positions have included compliance director, head of administration and Corporate Secretary. Matt Cherashore, John Ores and Tony Balestrieri make up the hands-on team that manages our client portfolios, and Kathryn Morlet oversees private investments, providing manager selection for alternative investment solutions, including private equity, venture capital and real estate.
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