Meet Our Team
Michael T. Meltzer
Michael T. Meltzer is a Portfolio Manager at Tocqueville Asset Management L.P. He joined Tocqueville in 2008 and is a member of the Wealth Management Group. Mr. Meltzer is primarily responsible for asset allocation, risk management, portfolio analysis and trading, tax management, and client service.
Prior to joining Tocqueville, Mr. Meltzer was an Associate Director and Assistant Portfolio Manager within the Specialized Investment Management Group at Bear Stearns Asset Management Inc. (BSAM). Mr. Meltzer, who joined the Specialized Investment Management Group in 2003, began his career at BSAM as an analyst supporting the Firm’s institutional marketing and client service efforts, focusing on the not-for-profit and family office market.
Publications include: The Definitive Guide to Income Tax Planning for Same-Sex Couples, Journal of Taxation (March 2015) (with Robert R. Lyons and Sean R. Weissbart) and International Estate Planning for the Domestic Lawyer, Estate Planning (April 2016) (with Michael S. Schwartz and Sean R. Weissbart.)
Mr. Meltzer earned a B.S. in Finance and International Business from New York University and a J.D. from Fordham University.
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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