Nicholas Carlozzi

Nicholas Carlozzi

Portfolio Manager-Fixed Income bei Tocqueville Asset Management LP

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Profil

Dr. Nicholas Carlozzi is a Portfolio Manager at Tocqueville Asset Management LP.
He joined Tocqueville in February 2005 and is a fixed-income specialist who works with individuals, families, trusts, and charitable organizations to design and execute tax-efficient investment strategies that satisfy income needs while respecting risk tolerances.
Prior to joining Tocqueville, Mr. Carlozzi was a principal of Robert R.
Meredith & Co. and director of fixed-income portfolio management of Ascent/Meredith Portfolio Management.
Prior to that, Mr. Carlozzi spent six years as a management and financial consultant specializing in start-up and turnaround situations.
Mr. Carlozzi began his career in 1978, as an economist at the Federal Reserve Bank of Philadelphia, where he specialized in macroeconomics and international finance.
Mr. Carlozzi earned a B.A.
in Mathematical Economics and Physics from Denison University and both an M.A.
and Ph.D.
in Economics from the University of Wisconsin-Madison.

Aktive Positionen von Nicholas Carlozzi

UnternehmenPositionBeginn
Portfolio Manager-Fixed Income 01.02.2005
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Ehemalige bekannte Positionen von Nicholas Carlozzi

UnternehmenPositionEnde
Corporate Officer/Principal -
Federal Reserve Bank of Philadelphia Corporate Officer/Principal -
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Ausbildung von Nicholas Carlozzi

Denison University Undergraduate Degree
University of Wisconsin Doctorate Degree

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5

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