Meet Our Team
- Executive Leadership
- Portfolio management
- Research Analysts
- Client Service Professionals
- Advisors Emeritus
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John Petrides
Mr. Petrides joined Tocqueville Asset Management, L.P. in 2019 as a Portfolio Manager within the Wealth Management group. Prior to joining Tocqueville, Mr. Petrides was a Managing Director and Portfolio Manager with Point View Wealth Management, Inc. and a Portfolio Manager with Advisors Capital Management, LLC. Mr. Petrides began his career with Bear Stearns Asset Management becoming an Equity Analyst on the Large Cap Value team. Mr. Petrides is a regular guest on several financial news networks for his market insights and analysis. Mr. Petrides received his M.B.A. from Pace University School of Business in 2005, and his B.A. from Fairfield University in 1999. Mr. Petrides served as an AmeriCorps Volunteer from 1999-2000.
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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:
John Petrides
212-698-0809
Thought Pieces From the Team
Incrementalism is a Virtue
The end of 2023 brought a welcome respite for investors of nearly all stripes. Conventional wisdom coalesced around the narrative that ...
The Wall of Worry has Thickened
The alphabet soup entities of the FOMC, OPEC, ChatGPT, GLP-1, and the CCP dominated the sentiment of financial markets during ...
Shall We Play a Game?
During the second quarter financial markets participants assessed the consequences of (1) high-profile bank failures, (2) the debate over raising ...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
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