![Nicholas Carlozzi](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>)
Nicholas Carlozzi
Portfolio Manager-Fixed Income chez
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, Dr. Carlozzi was a principal of Robert R.
Meredith & Co. and director of fixed-income portfolio management of Ascent/Meredith Portfolio Management.
Prior to that, He 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.
He 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.
Postes actifs de Nicholas Carlozzi
| 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. | Portfolio Manager-Fixed Income | 01/02/2005 |
Anciens postes connus de Nicholas Carlozzi
| Sociétés | Poste | Fin |
|---|---|---|
Robert R. Meredith & Co., Inc.
 Robert R. Meredith & Co., Inc. Investment ManagersFinance Investment firm | Corporate Officer/Principal | - |
Federal Reserve Bank of Philadelphia
 Federal Reserve Bank of Philadelphia General GovernmentGovernment Federal reserve bank | Corporate Officer/Principal | - |
Formation de Nicholas Carlozzi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
61
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
Robert R. Meredith & Co., Inc.
Robert R. Meredith & Co., Inc. Investment ManagersFinance Investment firm | Finance |
Denison University
 Denison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Federal Reserve Bank of Philadelphia
Federal Reserve Bank of Philadelphia General GovernmentGovernment Federal reserve bank | Government |
