Nicholas Carlozzi
Portfolio Manager-Fixed Income bei Tocqueville Asset Management LP
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
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. | Portfolio Manager-Fixed Income | 01.02.2005 |
Ehemalige bekannte Positionen von Nicholas Carlozzi
Unternehmen | Position | Ende |
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Robert R. Meredith & Co., Inc.
Robert R. Meredith & Co., Inc. Investment ManagersFinance Part of Ascent Asset Management Advisory Services, Inc., Robert R. Meredith & Co., Inc. is an investment firm. The company is based in New York, NY. Robert R. Meredith & Co. was acquired by Ascent Asset Management Advisory Services, Inc. on October 07, 1999. | Corporate Officer/Principal | - |
Federal Reserve Bank of Philadelphia | Corporate Officer/Principal | - |
Ausbildung von Nicholas Carlozzi
Denison University | Undergraduate Degree |
University of Wisconsin | Doctorate 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 |
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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 |
Robert R. Meredith & Co., Inc.
Robert R. Meredith & Co., Inc. Investment ManagersFinance Part of Ascent Asset Management Advisory Services, Inc., Robert R. Meredith & Co., Inc. is an investment firm. The company is based in New York, NY. Robert R. Meredith & Co. was acquired by Ascent Asset Management Advisory Services, Inc. on October 07, 1999. | Finance |
Federal Reserve Bank of Philadelphia | Government |