Michael T. Meltzer
Portfolio Manager, Tocqueville Asset Management L.P.
Michael T. Meltzer is a Portfolio Manager at Tocqueville Asset Management L.P. He joined Tocqueville in 2008 and is a member of the Wealth Management Group. Mr. Meltzer is primarily responsible for asset allocation, risk management, portfolio analysis and trading, tax management, and client service.
Prior to joining Tocqueville, Mr. Meltzer was an Associate Director and Assistant Portfolio Manager within the Specialized Investment Management Group at Bear Stearns Asset Management Inc. (BSAM). Mr. Meltzer, who joined the Specialized Investment Management Group in 2003, began his career at BSAM as an analyst supporting the Firm’s institutional marketing and client service efforts, focusing on the not-for-profit and family office market.
Publications include: The Definitive Guide to Income Tax Planning for Same-Sex Couples, Journal of Taxation (March 2015) (with Robert R. Lyons and Sean R. Weissbart) and International Estate Planning for the Domestic Lawyer, Estate Planning (April 2016) (with Michael S. Schwartz and Sean R. Weissbart.)
Mr. Meltzer earned a B.S. in Finance and International Business from New York University and a J.D. from Fordham University.