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Peter Shawn

Peter Shawn

Director of Research and Portfolio Manager at Tocqueville Asset Management L.P.

New York, NY , United States

About

Peter Shawn is a Portfolio Manager at Tocqueville Asset Management L.P. in New York, where he has been part of the firm since 2005. He is a member of the Multi Cap Equity and International Multi Cap Equity Investment Committees, actively overseeing portfolio construction and investment selection for multi-cap and international equity strategies. His responsibilities include managing client assets, conducting equity research, and ensuring portfolio alignment with investment objectives and risk parameters.

Mr. Shawn focuses on multi-cap equities with a broad remit across U.S. and global markets, leveraging deep experience to identify opportunities among large, mid, and small-cap companies. His sector expertise spans several industries, reflecting a diversified investment approach aimed at long-term capital appreciation through both domestic and international equity markets.

Prior to Tocqueville, Peter Shawn was a Partner at Lazard Frères & Co. LLC in investment banking, where he advised on mergers, acquisitions, restructurings, and corporate finance transactions for nearly twelve years. He also worked in the Mergers & Acquisitions Group at Merrill Lynch for five years. He holds a B.A. in Economics from Wesleyan University and is recognized for his rigorous analytical skills, broad sector knowledge, and contributions to multi-cap equity investing.

Career History

OrganizationRoleDate RangeDetails
Tocqueville Asset ManagementDirector of Research and Portfolio ManagerApr 2005 to Present
Lazard Frères & Co. LLCManaging DirectorJan 1994 to Apr 2005
Involved in all aspects of the origination and execution of a wide array of domestic and international transactions in the media and communications industries. Previously held titles of Director, Vice...
Merrill Lynch & Co.,inc.AssociateUnknown to Present
Executed domestic and international buy and sell side M&A transactions. Previously served as Analyst and generalist before specializing in media and communications. Performed extensive financial analy...

Education

Wesleyan University

Bachelor of Arts

1985 1989

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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