James Maxwell

Analyst-Equity at

Tocqueville Asset Management LP

Finance

Consumer Services

Profile

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.

James Maxwell active positions

Companies	Position	Start
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	2008-12-31

All active positions of James Maxwell

Former positions of James Maxwell

Companies	Position	End
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	2009-09-26

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Training of James Maxwell

Experiences
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Linked companies

Private companies	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