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DW

Don Wang

portfolio manager at Tocqueville Asset Management L.P.

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Tocqueville Asset Managementportfolio managerUnknown to Present

Skills & Expertise

Business Analysis
Microsoft Office
Project Management
Management
Portfolio Management
Alternative Investments
Fixed Income
Bloomberg

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
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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