Heather Guardado

Heather Guardado is a Portfolio Manager at Tocqueville Asset Management L.P. in New York, where she manages investment portfolios and cultivates long-term client relationships, particularly with high-net-worth families seeking comprehensive financial planning and wealth preservation solutions. At Tocqueville, her primary focus is on multi-asset portfolio management for private clients, leveraging rigorous research and independent thinking in line with the firm’s philosophy.

Before joining Tocqueville in 2019, Guardado was a Partner at Northstar Capital Management, where she helped oversee client assets and provided tailored investment strategies for family offices and individuals. Earlier in her career, she held roles such as Vice President at Griffin Asset Management, and worked in public-sector and global roles at the New York State Governor’s Office, NYC Department of Consumer Affairs, AIG, and SS+K, demonstrating her versatility across finance, economic development, and consulting.

Guardado holds a Master of Public Administration in International Economic Policy and Management from Columbia University's School of International and Public Affairs and a Bachelor of Arts in History from Columbia College. She is recognized for her client-centric, research-driven approach and her ability to navigate a broad array of asset classes, including equities, fixed income, and multi-asset strategies tailored to the evolving needs of affluent families and institutional investors. She also serves as Chair of the non-profit organization Start Small Think Big and is a member of the Financial Women’s Association.