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About
Michael Meltzer is a Portfolio Manager at Tocqueville Asset Management L.P. in New York, where he manages investment portfolios for high-net-worth individuals and families. He is a member of the firm’s Wealth Management Group, with a role that includes both discretionary portfolio management and wealth advisory services.
Meltzer's expertise covers multi-asset portfolios, with a focus on equities, fixed income, and alternative investments tailored to private clients' long-term goals. While precise sector details are not publicly specified, his published insights and presentations often address financial planning issues relevant to wealthy investors, including risk management and asset allocation in changing markets.
He joined Tocqueville in 2008, after notable recognition in the wealth management industry, including being named a Five Star Wealth Manager and receiving the Invest in Others Community Leadership Award for his philanthropic work. Meltzer is also deeply involved in non-profit leadership as Chairman and Treasurer of Maya’s Hope Foundation, demonstrating a commitment to both professional excellence and community impact.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tocqueville Asset Management | Portfolio Manager | Nov 2008 to Present | As a member of the Wealth Management Group, I manage discretionary portfolios for high net worth individuals and institutions. I am primarily responsible for asset allocation, risk management, portfol... |
| Bear Stearns Asset Management Inc. | Associate Director | May 2000 to Oct 2008 | Jun 2003 - Oct 2008, Assistant Portfolio Manager I was a member of Specialized Investment Management Team managing approximately $2 billion in assets for both high net worth individuals (including per... |
Education
Fordham University School of Law
JD, Law
2003 — 2007
NYU Stern School of Business
BS, Finance, International Business, Art History
1997 — 2001
Ramaz School
High School
1993 — 1997
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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