![James Maxwell](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Maxwell
Analyst-Equity bei
Tocqueville Asset Management LP
Profil
Mr. James Maxwell, CFA, is a Portfolio Manager & Equity Research Analyst at Tocqueville Asset Management LP.
Prior to joining Tocqueville, Mr. Maxwell was with the Advisor.
Before that, he spent three years at Delafield Asset Management, a division of Reich & Tang Asset Management LLC, the Predecessor Delafield Fund and Select Fund’s investment adviser.
Mr. Maxwell graduated Cum Laude with a double major in Finance and Economics from Northern Arizona University.
He also holds the CFA designation.
Aktive Positionen von James Maxwell
| Unternehmen | Position | Beginn |
|---|---|---|
Tocqueville Asset Management LP
 Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Analyst-Equity | 01.01.2009 |
Ehemalige bekannte Positionen von James Maxwell
| Unternehmen | Position | Ende |
|---|---|---|
Delafield Asset Management
 Delafield Asset Management Investment ManagersFinance Delafield Asset Management manages portfolios with a primary emphasis on preservation and enhancement of capital through long-term investment in undervalued securities. They invest primarily in the stocks of US small-cap and mid-cap companies in the electronic technology, process industries and technology services sectors. The firm's research efforts are based on bottom-up, fundamental analysis. | Analyst-Equity | 27.09.2009 |
Ausbildung von James Maxwell
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
53
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Finance |
Delafield Asset Management
Delafield Asset Management Investment ManagersFinance Delafield Asset Management manages portfolios with a primary emphasis on preservation and enhancement of capital through long-term investment in undervalued securities. They invest primarily in the stocks of US small-cap and mid-cap companies in the electronic technology, process industries and technology services sectors. The firm's research efforts are based on bottom-up, fundamental analysis. | Finance |
Northern Arizona University
 Northern Arizona University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
