Clare Nolan

Clare Nolan serves as Managing Director at Tocqueville Asset Management L.P. in New York, where she leads client services and manages operations specifically for the Cherashore-Mueller team. Her responsibilities focus on high-level client interaction and ensuring seamless execution of investment administration and service for private wealth clients.

She specializes in managing client relationships and operational processes within the private wealth management sector, with a particular emphasis on multi-generational family portfolios and high-net-worth individuals. Her role does not explicitly mention coverage of particular sectors or asset classes, but is focused on the administrative and service aspects of portfolio management.

Prior to joining Tocqueville in 2013, Clare built a career in operations and administration, beginning her financial services journey on Wall Street as a secretary over 30 years ago, then serving as Chief Operating Officer for The Winchester Group. She has held numerous securities licenses including Series 7, 9, 10, 14, 24, 53, 63, and 99, reflecting her deep expertise in investment operations and compliance.