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James Maxwell
Analyst-Equity chez
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.
Postes actifs de James Maxwell
| Sociétés | Poste | Début |
|---|---|---|
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 |
Anciens postes connus de James Maxwell
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de James Maxwell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
53
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
