James Keller

James Keller is a Portfolio Manager at Tocqueville Asset Management L.P., based in Kelly, Wyoming, where he oversees portfolios for high-net-worth individuals and families. In this role, he is responsible for investment strategy, security selection, and risk management, focusing primarily on equity securities including common stocks, preferred stocks, and related instruments.

Keller has over twenty years of experience in the investment industry. Before joining Tocqueville in 2016, he served as a Financial Analyst at Houlihan Lokey, where he worked on debt restructuring, mergers & acquisitions, and corporate valuations. His expertise spans capital markets, equity research, portfolio construction, and strategic asset allocation, particularly within the U.S. and global equity sectors.

Keller holds a Bachelor of Science degree in Finance from the University of Vermont, reflecting a strong academic background to complement his professional expertise. He is recognized for his client-focused, holistic approach to wealth management and his in-depth knowledge of equity markets, making significant contributions to investment strategy development and client advisory in the wealth management industry.