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Tony Balestrieri
Portfolio Manager-Equities at Tocqueville Asset Management LP
Tony Balestrieri active positions
Companies | Position | Start | End |
---|---|---|---|
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-Equities | 2012-12-31 | - |
Career history of Tony Balestrieri
Former positions of Tony Balestrieri
Companies | Position | Start | End |
---|---|---|---|
The Winchester Group, Inc. (New York)
![]() The Winchester Group, Inc. (New York) Investment ManagersFinance Founded by Thomas Settle in 1990, The Winchester Group is an investment advisor firm located in New York City. | Portfolio Manager-Equities | 2011-02-14 | - |
Portfolio Manager-Fixed Income | 2006-12-31 | - | |
William D. Witter, Inc.
![]() William D. Witter, Inc. Investment ManagersFinance William D. Witter, Inc. (WDW) was founded as a registered investment advisor in 1977. From 1966 to 1976 William Witter was the head of a similarly named Wall Street brokerage firm that specialized in institutional investment research. Today, WDW manages assets for institutional and individual clients and is a sub-advisor to a mutual fund. The firm is based in New York City. | Portfolio Manager-Equities | - | 2006-12-30 |
Eastman Dillon Union Securities & Co., Inc. | Corporate Officer/Principal | 1958-12-31 | - |
Manufacturers Hanover Trust Bank | Corporate Officer/Principal | - | - |
Training of Tony Balestrieri
New York University | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
William D. Witter, Inc.
![]() William D. Witter, Inc. Investment ManagersFinance William D. Witter, Inc. (WDW) was founded as a registered investment advisor in 1977. From 1966 to 1976 William Witter was the head of a similarly named Wall Street brokerage firm that specialized in institutional investment research. Today, WDW manages assets for institutional and individual clients and is a sub-advisor to a mutual fund. The firm is based in New York City. | Finance |
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 |
Manufacturers Hanover Trust Bank | |
Eastman Dillon Union Securities & Co., Inc. | Finance |
The Winchester Group, Inc. (New York)
![]() The Winchester Group, Inc. (New York) Investment ManagersFinance Founded by Thomas Settle in 1990, The Winchester Group is an investment advisor firm located in New York City. | Finance |
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