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George McAuliffe

George McAuliffe

Portfolio Manager at Tocqueville Asset Management L.P.

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Tocqueville Asset ManagementPortfolio ManagerJun 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 YorkAnalystJul 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

Finance
Project Management
Strategy
Process Improvement
Financial Analysis
Investments
Portfolio Management
Asset Allocation
Derivatives

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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