Meet Our Team
Nicholas Carlozzi is a Portfolio Manager at Tocqueville Asset Management L.P. Mr. Carlozzi joined Tocqueville in 2005 and is a fixed-income specialist who works with individuals, families, trusts, and charitable organizations to design and execute tax-efficient investment strategies that satisfy income needs while respecting risk tolerances.
Prior to joining Tocqueville, Mr. Carlozzi was a principal of Robert R. Meredith & Co. and director of fixed-income portfolio management of Ascent/Meredith Portfolio Management. Prior to that, Mr. Carlozzi spent six years as a management and financial consultant specializing in start-up and turnaround situations. Mr. Carlozzi began his career in 1978, as an economist at the Federal Reserve Bank of Philadelphia, where he specialized in macroeconomics and international finance.
Mr. Carlozzi earned a B.A. in Mathematical Economics and Physics from Denison University and both an M.A. and Ph.D. in Economics from the University of Wisconsin-Madison.
Meet My Team
Nick Carlozzi and Kit Krug have been working together as a team for more than 20 years.
Kit has more than 25 years’ experience working with high-net-worth individuals, corporations, and foundations. Prior to joining Tocqueville, she was a principal at Robert R. Meredith & Co., where she served as Director of Client Services. She began her career at Lehman Brothers in 1983, moving to Morgan Stanley in 1987. Kit received her B.S. degree in business from the State University of New York at Brockport.
We strive to provide our clients with strategic insight into the fixed-income market, the efficient execution of their investment strategies, and a wide range of account-management services. We are always available to work with their legal and tax advisors to address the challenges of succession planning and a constantly evolving tax code. Many of our clients and their families have been with us for more than 20 years, and we appreciate the confidence they have shown in us by making us part of their team. While we specialize in the management and administration of fixed-income portfolios, our clients have benefited from the professional relationships that we have developed with Tocqueville’s equity managers whose investment styles are most consistent with their needs and risk tolerances. our clients to those of
We believe that the level of personal commitment and accountability that we offer our clients is becoming harder to find in this technology-driven business. However, that’s what our clients value most when working with us.
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