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Brian McKnight

Equity Research Analyst at Tocqueville Asset Management L.P.

Vero Beach, FL , United States

About

Brian McKnight, CFA, serves as an Equity Analyst at Tocqueville Asset Management L.P., based in Vero Beach, FL. He joined Tocqueville as an intern in 2018 and was appointed as a full-time Analyst in 2019, contributing to the firm's equity research efforts and supporting its investment strategies.

Mr. McKnight focuses on equity analysis, with particular expertise in researching and evaluating individual stocks for inclusion in diverse portfolios. While precise sector coverage is not specified in public sources, his role involves in-depth financial analysis and contributions to Tocqueville's research team for mutual funds and private client accounts.

He holds a B.B.A. in Finance and Economics with departmental honors from the University of Wisconsin Oshkosh and is a Chartered Financial Analyst (CFA) charterholder. This foundation supports his rigorous, data-driven approach to investment analysis and portfolio construction.

Career History

OrganizationRoleDate RangeDetails
Tocqueville Asset ManagementEquity Research AnalystJan 2019 to Present
- Tocqueville is a long-only asset management firm with approximately $8 billion in AUM - Responsible for research coverage on 25+ publicly traded equities across multiple industry sectors - Deliver a...
University of Wisconsin OshkoshPortfolio Manager and Student AnalystSep 2017 to Dec 2018
- Selected as one of three students in the program’s 18-year history to act as the Portfolio Manager for three semesters - Collaborated with a team of student analysts to actively manage over $800,000...
Tocqueville Asset ManagementEquity Research InternJun 2018 to Aug 2018
- Presented two investment recommendations to the firm that each returned over 40% in the following 12 months
Thrivent FinancialBusiness Process Analyst InternJun 2017 to Sep 2017
- Quantified large amount of information into insights to assist in the alignment of $36 million worth of resources - Created and implemented a data collection plan to assist in aligning 13% of Thrive...
Associated BankUniversal Banker InternJun 2016 to Aug 2016
- Built relationships with bank clients through meaningful rapport and a focus on the customer experience - Attracted over 10 new deposit accounts and drove referrals to branch colleagues by recruitin...

Education

University of Wisconsin Oshkosh

Bachelor of Business Administration (BBA), Finance and Economics

2014 2018

Skills & Expertise

Leadership
Microsoft Office
Financial Modeling
Teamwork
Data Analysis
Financial Statement Analysis
Analytical Skills
Lean Six Sigma
Microsoft Excel
Portfolio Management
Equity Valuation
Business Forecasting
SAP
Continuous Improvement
Team Leadership
Time Management
Customer Service
Financial Analysis
CRM

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

NameRoleLocation
Alex George
Alex George
Global Equity Research Analyst, GeneralistNY , United States
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
Showing 1-10 of 38 team members

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