Jose Guardado
Portfolio Manager-Equities at Tocqueville Asset Management LP
Network origin in Jose Guardado first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
45
| Subsidiary | Investment Managers | 45 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jose Guardado via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Lazard Frères & Co. LLC
 Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
Griffin Asset Management, Inc.
 Griffin Asset Management, Inc. Investment ManagersFinance Griffin Asset Management LLC (Griffin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2006 as a result of the merger between its two predecessor firms Hovey, Youngman Associates, Inc. and Griffin Asset Management, LLC. Griffin provides customized wealth management solutions for individuals, families, trusts and institutions. The firm also manages money for individuals, institutions, and investment companies in various investment strategies. | Investment Managers | Chief Operating Officer | |
Davenport & Co. LLC
 Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds. | Investment Managers | Portfolio Manager-Equities | |
| JPMORGAN CHASE & CO. | Major Banks | Portfolio Manager-Equities | |
Abraham & Co., Inc.
 Abraham & Co., Inc. Investment ManagersFinance Abraham & Co., Inc. provides investment advice. The private company is based in Gig Harbor, WA and has subsidiaries in the United States. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Compagnie Financière Lazard Frères SAS
 Compagnie Financière Lazard Frères SAS Investment ManagersFinance Compania Financière Lazard Frères SAS provides financial advisory services. The company offers global transaction execution to the corporations, partnerships, institutions, governments, and individuals. The firm's services include mergers and acquisitions, asset management, restructurings, capital markets execution, real estate investment banking, and alternative investment management. It was founded in 1852 and is headquartered in Paris, France. | Investment Managers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
Lebenthal Asset Management LLC
 Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Investment Managers | Portfolio Manager-Equities | |
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. | Investment Managers | Corporate Officer/Principal | |
Sterling Grace Corp.
 Sterling Grace Corp. Investment Trusts/Mutual FundsMiscellaneous Sterling Grace Corp. provides investment services. The company provides its services to investors, institutions and investment partnerships. It also operates in hedge funds and real estate investments. The company is headquartered in Glen Head, NY | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Director of Research - Equity | |
| Bentley University | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Denison University | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree Undergraduate Degree | |
| University of Hong Kong | College/University | Masters Business Admin | |
| New Jersey City University | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| Pace University | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Sprott Asset Management USA, Inc.
 Sprott Asset Management USA, Inc. Investment ManagersFinance Sprott Asset Management USA, Inc. (SAM USA) is a SEC-registered investment adviser headquartered in Carlsbad, California. The firm was founded by Arthur Richards “Rick” Rule in 2005. They are a subsidiary of Sprott US Holdings, Inc., owned by Sprott, Inc. (TSX: SII) in Canada. SAM USA provides investment advisory services on both a discretionary and non-discretionary basis to individuals and institutions with separately managed accounts and private funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| Wesleyan University | College/University | Undergraduate Degree | |
| Federal Reserve Bank of Philadelphia | General Government | Corporate Officer/Principal | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Manufacturers Hanover Trust Bank | Corporate Officer/Principal | ||
| University of California | College/University | Undergraduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree |
Statistics
International
| United States | 47 |
| France | 3 |
| Hong Kong | 2 |
Sectoral
| Finance | 27 |
| Consumer Services | 20 |
| Miscellaneous | 3 |
| Government | 2 |
Operational
| Portfolio Manager-Equities | 63 |
| Corporate Officer/Principal | 53 |
| Undergraduate Degree | 44 |
| Analyst-Equity | 31 |
| Masters Business Admin | 18 |
Most connected contacts
- Stock Market
- Insiders
- Jose Guardado
- Company connections
