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Nicholas Carlozzi

Portfolio Manager at Tocqueville Asset Management L.P.

New York, NY , United States

About

Nicholas Carlozzi is a Portfolio Manager at Tocqueville Asset Management L.P. based in New York, where he specializes in the management of fixed income investment strategies. At Tocqueville since 2005, he applies his deep expertise in credit markets, macroeconomic analysis, and portfolio structuring to serve high-net-worth and institutional clients. He is recognized within the firm as a fixed-income specialist with a comprehensive focus on government, corporate, and other credit-sensitive asset classes.

Mr. Carlozzi began his distinguished investment career as an economist at the Federal Reserve Bank of Philadelphia, concentrating on macroeconomics and international finance. Before joining Tocqueville, he held key positions including principal at Robert R. Meredith & Co. and director of fixed-income portfolio management at Ascent/Meredith Portfolio Management. Additionally, he spent several years as a consultant for start-up and turnaround situations, contributing significant advisory experience to corporate and financial restructuring.

He holds a B.A. from Denison University and earned both an M.A. and Ph.D. from the University of Wisconsin-Madison, underscoring his strong academic foundation in economics and finance. With over four decades in the investment industry, Mr. Carlozzi has made substantial contributions to both fixed income research and portfolio management, and serves as a board member for financial and community organizations, including the IAIA Foundation.

Career History

OrganizationRoleDate RangeDetails
Tocqueville Asset ManagementPortfolio ManagerFeb 2005 to Present
Robert R. Meredith & CoFixed Income Portfolio ManagerJun 1996 to Feb 2005

Education

University of Wisconsin-Madison

Doctor of Philosophy (PhD), International Economics

1974 1978

Denison University

Bachelor of Arts (BA), Mathematical Economics

1970 1974

Skills & Expertise

Asset Allocation
Alternative Investments
Fixed Income
Equities
Hedge Funds
Asset Management
Portfolio Management
Mutual Funds
Bloomberg
Investments
Equity Research
Investment Strategies
Series 7
Wealth Management
Valuation
Financial Modeling
Investment Advisory
Investment Management
ETFs
Trading
Series 63
Financial Markets
Securities
Microsoft Excel
Microsoft Office

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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