Joseph Anthony Zock
Mitglied des Investmentausschusses bei Tocqueville Asset Management LP
Profil
Mr. Joseph A.
Zock is a Portfolio Manager at Tocqueville Asset Management LP.
He currently manages Tax Free Multi Cap Equity portfolios and serves as a member of the U.S.
Multi Cap Equity, Global Equity, and International Multi Cap Equity Investment Committees.
He also manages discretionary and advisory portfolios for individual and institutional accounts.
Prior to joining Tocqueville in 2006 Mr. Zock spent twenty-four years with Capital Management Associates, where he served as President, Chief Investment Officer and Senior Portfolio Manager of the firm.
Mr. Zock holds a B.A.
in Political Science and Economics from the University of New Hampshire, a J.D.
from the Thomas Jefferson School of Law and a CIS from the University of London, Kings College School of Law.
Aktive Positionen von Joseph Anthony Zock
| Unternehmen | Position | Beginn |
|---|---|---|
Tocqueville Asset Management LP
 Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. | Mitglied des Investmentausschusses | 01.01.2006 |
Ehemalige bekannte Positionen von Joseph Anthony Zock
| Unternehmen | Position | Ende |
|---|---|---|
Capital Management Associates LLC
 Capital Management Associates LLC Investment ManagersFinance Founded in 2004 by David Russo and Beth Lang, Capital Management Associates LLC is a registered investment advisor located in Orlando, Florida. The firm is a Capital Management Associates, Inc. (CMA) is a subsidiary of ICC Capital Management, Inc. They provide wealth management services to private clients and also manage investments for various police, fire and general employee pension funds and several union pension funds. In addition, Capital Management Associates manages assets for non-profit eleemosynary organizations. | Präsident | 31.12.2005 |
Shields & Co.
 Shields & Co. Investment ManagersFinance Established in 1982, Shields & Co., formerly Capital Management Associates (CMA), is a registered investment adviser and mid-cap value manager for pension plans, foundations and endowments, hospitals and private clients. They also manage the Capital Management Mid-Cap and Small-Cap mutual funds. They are located in New York City. | Präsident | 31.12.2006 |
Ausbildung von Joseph Anthony Zock
| University of New Hampshire | Undergraduate Degree |
| Thomas Jefferson School of Law | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Shields & Co.
Shields & Co. Investment ManagersFinance Established in 1982, Shields & Co., formerly Capital Management Associates (CMA), is a registered investment adviser and mid-cap value manager for pension plans, foundations and endowments, hospitals and private clients. They also manage the Capital Management Mid-Cap and Small-Cap mutual funds. They are located in New York City. | Finance |
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. | Finance |
Capital Management Associates LLC
Capital Management Associates LLC Investment ManagersFinance Founded in 2004 by David Russo and Beth Lang, Capital Management Associates LLC is a registered investment advisor located in Orlando, Florida. The firm is a Capital Management Associates, Inc. (CMA) is a subsidiary of ICC Capital Management, Inc. They provide wealth management services to private clients and also manage investments for various police, fire and general employee pension funds and several union pension funds. In addition, Capital Management Associates manages assets for non-profit eleemosynary organizations. | Finance |
