David Taylor Harris
Portfolio Manager-Equities at Tocqueville Asset Management LP
Profile
Mr. David T.
Harris, Jr., is a Portfolio Manager at Tocqueville Asset Management LP.
He joined Tocqueville in 2002 and manages discretionary portfolios for individuals and family clients, as well as retirement plans, trusts, and eleemosynary institutions.
Prior to joining Tocqueville, Mr. Harris managed investments at Carret and Company, where he expanded his value investing technique working with Mr. Phil Carret.
From 1992 to 1998, he worked as a Senior Portfolio Manager at H.G.
Wellington Capital Management.
He began his career as a security analyst in Fahnestock & Company’s Research Department.
He was also an institutional and retail broker at both Fahnestock & Co. and later at Brean Murray, Foster Securities, Inc.
Mr. Harris earned a B.S.
in Economics from the Wharton School at the University of Pennsylvania.
David Taylor Harris active positions
| Companies | Position | Start |
|---|---|---|
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 | 01/01/2002 |
Former positions of David Taylor Harris
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | - |
H. G. Wellington Capital Management
 H. G. Wellington Capital Management Investment ManagersFinance H.G. Wellington Capital Management is a wholly owned division of H.G. Wellington & Co., Inc. They manage equity, balanced and fixed-income portfolios for individuals and families, trusts and estates, foundations/endowments and retirement, pension and profit sharing plans. | Portfolio Manager-Equities | 31/12/1998 |
| Foster Securities, Inc. | Corporate Officer/Principal | - |
| Fahnestock & Co., Inc. | Analyst-Equity | - |
| Brean Murray & Co. | Analyst-Equity | 31/12/1991 |
Training of David Taylor Harris
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
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 |
H. G. Wellington Capital Management
H. G. Wellington Capital Management Investment ManagersFinance H.G. Wellington Capital Management is a wholly owned division of H.G. Wellington & Co., Inc. They manage equity, balanced and fixed-income portfolios for individuals and families, trusts and estates, foundations/endowments and retirement, pension and profit sharing plans. | Finance |
| Foster Securities, Inc. | |
| Brean Murray & Co. | Finance |
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. | Finance |
| Fahnestock & Co., Inc. | Finance |
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