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About
Don Wang, CFA, serves as Portfolio Manager at Tocqueville Asset Management L.P. based in New York, where he manages discretionary portfolios and co-leads the Tocqueville Select Fund. He focuses on equity investment across various sectors, with a particular expertise in small-cap stocks and selective value-oriented strategies.
Mr. Wang joined Tocqueville in 2009, building on previous roles as Portfolio Manager and Analyst for the Small Cap Equity Team at Reich & Tang Asset Management, which later merged into Delafield Asset Management. Earlier in his career, he held portfolio management and analyst positions at Lindner Funds, Spare, Kaplan, Bischel & Associates, and Osterweis Capital Management, starting in 1989 as a bank analyst at Keefe, Bruyete & Woods and Prudential Bache.
He earned a Bachelor of Science from New York University and holds the Chartered Financial Analyst (CFA) designation. With over three decades in investment management, Mr. Wang is recognized for his deep expertise in equity analysis, particularly within financials and small/mid-cap companies, and for his role in shaping discretionary equity strategies at Tocqueville Asset Management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tocqueville Asset Management | portfolio manager | Unknown to Present | — |
Skills & Expertise
Others at Tocqueville Asset Management L.P. (38)
| Name | Role | Location |
|---|---|---|
| Global Equity Research Analyst, Generalist | NY , United States | |
| Portfolio Manager | New York, NY , United States | |
| Managing Director, Winchester Div | New York, NY , United States | |
| Managing Director | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States | |
| PM | New York, NY , United States | |
| Senior Equity Analyst | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States | |
| Portfolio Manager | Red Bank, NJ , United States | |
| Partner and Portfolio Manager | New York, NY , United States |
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