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About
George B. McAuliffe III, CFA, is a Portfolio Manager at Tocqueville Asset Management L.P. in New York, overseeing discretionary portfolios for individual and family clients, as well as trusts since 1998. He is also responsible for managing the firm’s intern program and regularly publishes market commentary for clients, demonstrating a commitment to ongoing education and communication within the investment community.
His investment expertise covers a range of asset classes with a focus on diversified equity portfolios, including both large and smaller companies, and a keen interest in market sectors such as real estate and private equity, as evidenced by his commentary on market dynamics and M&A activity. McAuliffe applies a value-oriented, long-term approach in selecting quality companies for inclusion in client portfolios.
Before joining Tocqueville, McAuliffe was an Analyst at The Bank of New York, following his academic achievements: an MBA from London Business School, a BA in History from Columbia University, and a degree from Lycée Français de New York. He is the author of 'Wealth & Wisdom: Timeless Quotations and Comments About Money and Investing,' underscoring his broader contributions to investment education and thought leadership in the industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tocqueville Asset Management | Portfolio Manager | Jun 1998 to Present | Investment and wealth management for HNW and Institutional clients. Guidance on Estate, Trust, and other related financial planning topics. |
| The Bank of New York | Analyst | Jul 1996 to Jun 1998 | — |
Education
London Business School
MBA
1993 — 1995
Columbia University in the City of New York
BA
Lycée Français de New York
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 | |
D Don Wang | portfolio manager | 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 |
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