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Alex George

Alex George

Global Equity Research Analyst, Generalist at Tocqueville Asset Management L.P.

NY , United States

About

Alex George is a Global Equity Research Analyst at Tocqueville Asset Management L.P. based in New York City, where he supports the firm's personalized investment strategies for high-net-worth individuals, families, and institutions. His key responsibilities include conducting in-depth equity research across global markets as a generalist, contributing to portfolio construction, and providing actionable investment insights.

George specializes in equity analysis, with a focus on sectors including finance and consumer services. His role as an equity analyst involves covering a wide range of industries, providing thorough bottom-up research that informs the firm's long-term, absolute return-oriented investment approach.

Prior to joining Tocqueville, Alex George held positions at Bridgehampton Capital Management LLC and served as a Junior Partner at Tocqueville Asset Management, building expertise in fundamental analysis and client service for institutional and private clients. He earned his undergraduate degree from Marist College, and has been recognized for his commitment to disciplined research and fiduciary excellence in the investment management industry.

Career History

OrganizationRoleDate RangeDetails
Tocqueville Asset ManagementGlobal Equity Research Analyst, GeneralistJun 2016 to Present
• Member of the international multi-cap equity team supporting the investment committee . • Initiated and maintains active coverage of over 40 equity securities currently held across various client po...
Bridgehampton Capital Management LLCResearch Analyst, GeneralistJun 2012 to Jun 2016
• Performed bottoms-up fundamental analysis of companies, business models and relevant industry metrics. • Generated investment ideas across multiple asset classes including equity, convertible bond, ...
CitigroupOperations Summer AnalystJun 2011 to Aug 2011
• Opened and maintained accounts using Bloomberg, documented procedures for team members. • Monitored account activity to ensure all regulatory/documentation requirements were current. • Managed proje...

Education

Marist College

Bachelor of Science (BS), School of Management; Concentration: Finance

2008 2012

Skills & Expertise

PowerPoint
Public Speaking
Accounting
Valuation
Portfolio Management
Financial Modeling
Investments
Bloomberg
Excel
Finance
Equities
Outlook
Equity Research
Facebook
Microsoft Office
Bloomberg Terminal
Microsoft Excel
Financial Analysis
Research
Word
Analysis
Access

Others at Tocqueville Asset Management L.P. (38)

NameRoleLocation
Benner Ulrich
Benner Ulrich
Portfolio ManagerNew York, NY , United States
Clare Nolan
Clare Nolan
Managing Director, Winchester DivNew York, NY , United States
David Harris
David Harris
Managing DirectorNew York, NY , United States
D
Don Wang
portfolio managerNew York, NY , United States
Heather Guardado
Heather Guardado
Portfolio ManagerNew York, NY , United States
James Hunt
James Hunt
PMNew York, NY , United States
Jean Coste
Jean Coste
Senior Equity AnalystNew York, NY , United States
John Petrides
John Petrides
Portfolio ManagerNew York, NY , United States
John Rochford
John Rochford
Portfolio ManagerRed Bank, NJ , United States
Jose Guardado
Jose Guardado
Partner and Portfolio ManagerNew York, NY , United States
Showing 1-10 of 38 team members

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