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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Tocqueville Asset Management | Portfolio Manager | Feb 2005 to Present | — | 
| Robert R. Meredith & Co | Fixed Income Portfolio Manager | Jun 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
Others at Tocqueville Asset Management L.P. (27)
| Name | Role | Location | 
|---|---|---|
| Global Equity Research Analyst, Generalist | NY , United States | |
| Managing Director, Winchester Div | New York, NY , United States | |
| Managing Director | New York, NY , United States | |
| DDon Wang | portfolio manager | New York, NY , United States | 
| PM | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States | |
| Portfolio Manager | Red Bank, NJ , United States | |
| Managing Director | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States | |
| Managing Director | New York, NY , United States |