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Joseph Zock

Joseph Zock

Managing Director at Tocqueville Asset Management L.P.

New York, NY , United States

About

Joseph A. Zock is Managing Director and Portfolio Manager at Tocqueville Asset Management L.P. in New York, where he leads the management of Tax Free Multi Cap Equity portfolios and serves on several key investment committees including U.S. Multi Cap Equity, Global Equity, and International Multi Cap Equity. His responsibilities also include overseeing discretionary and advisory portfolios for a diverse range of individual and institutional clients, and guiding Tocqueville’s multi-sector investment initiatives such as Opportunity Zone projects.

Zock’s investment focus spans traditional publicly-traded equities, private equity, real estate, and multi-sector ESG-compliant strategies. He is notably active in the Opportunity Zone space, managing funds that invest in sectors such as sustainable infrastructure, alternative energy, agriculture, and workforce housing, alongside impact-oriented real estate projects.

Prior to joining Tocqueville in 2006, Zock was President, Chief Investment Officer, and Senior Portfolio Manager at Capital Management Associates for 24 years. He holds a B.A. in Political Science and Economics from the University of New Hampshire, a J.D. from Thomas Jefferson School of Law, and a CIS from University of London, King’s College School of Law. Zock is recognized for his expertise in multi-cap equity investing, ESG-focused portfolio management, and innovative approaches in community-impact finance.

Career History

OrganizationRoleDate RangeDetails
Tocqueville Asset ManagementManaging DirectorDec 2006 to Present

Education

University of New Hampshire

King's College London

Thomas Jefferson School of Law

Skills & Expertise

Asset Allocation
Equities
Investments
Mutual Funds
Fixed Income
Hedge Funds
Portfolio Management
Alternative Investments
Asset Managment
Asset Management
Investment Advisory
Wealth Management
Investment Strategies
Negotiation
Fund Of Funds
Equity Research
Leadership
Venture Capital
Trading
Bloomberg
Capital Markets
Private Equity
Financial Services
Securities
Valuation
Due Diligence
Management
Investment Management
Financial Modeling
Investment Banking
Financial Markets
Mergers & Acquisitions
Public Speaking
Sales
Marketing
Customer Service
Project Management
Mergers and Acquisitions

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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