Meet Our Team

  • Richard Zhang

    Richard Zhang is an Assistant Portfolio Manager under the Wealth Management Group at Tocqueville Asset Management L.P.

    Prior to joining Tocqueville in 2019, Richard was a Product Analyst at ValuePenguin, a personal finance website that helped consumers understand confusing financial products. He guides clients through the complexities of the financial world by simplifying jargon and ideas.

    Richard graduated from New York University’s Stern School of Business with a B.S. in Finance and Sustainable Business.

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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:

    Richard Zhang
    rzhang@tocqueville.com
    646-873-3210


    Thought Pieces From the Team


    Seeking Value Around the Globe

    When I became partner at Tocqueville in 2000, we were at the tail end of the dotcom bubble. The previous ...

    The Second Coming

    The unholy gyre of political and societal extremes widened further in the most recent quarter, as did the distance, until ...

    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 ...

    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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