Michael Meltzer

Michael Meltzer is a Portfolio Manager at Tocqueville Asset Management L.P. in New York, where he has played a key role since 2008 and is a member of the firm's Wealth Management Group. In his current capacity, he manages discretionary investment portfolios for private clients, focusing on asset allocation, strategic financial planning, and charitable giving considerations for high-net-worth individuals and families.

His expertise spans traditional equity and fixed income investments, with a particular emphasis on portfolio strategies for high-net-worth clients, the use of donor-advised funds, and optimizing tax efficiency in charitable giving. Meltzer is frequently recognized for integrating philanthropic planning into wealth management, collaborating closely with clients to align their financial goals and charitable interests.

Meltzer holds a JD from Fordham University School of Law and a BS in Finance, International Business, and Art History from NYU Stern School of Business. He has earned accolades such as the Five Star Wealth Manager Award and the 2016 Invest in Others Community Leadership Award for his philanthropic leadership with Maya’s Hope, where he serves as Chairman of the Board and Treasurer.