Nicholas Carlozzi

Nicholas Carlozzi

Portfolio Manager-Fixed Income at Tocqueville Asset Management LP

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Profile

Dr. Nicholas Carlozzi is a Portfolio Manager at Tocqueville Asset Management LP.
He joined Tocqueville in February 2005 and is a fixed-income specialist who works with individuals, families, trusts, and charitable organizations to design and execute tax-efficient investment strategies that satisfy income needs while respecting risk tolerances.
Prior to joining Tocqueville, Mr. Carlozzi was a principal of Robert R.
Meredith & Co. and director of fixed-income portfolio management of Ascent/Meredith Portfolio Management.
Prior to that, Mr. Carlozzi spent six years as a management and financial consultant specializing in start-up and turnaround situations.
Mr. Carlozzi began his career in 1978, as an economist at the Federal Reserve Bank of Philadelphia, where he specialized in macroeconomics and international finance.
Mr. Carlozzi earned a B.A.
in Mathematical Economics and Physics from Denison University and both an M.A.
and Ph.D.
in Economics from the University of Wisconsin-Madison.

Nicholas Carlozzi active positions

CompaniesPositionStart
Portfolio Manager-Fixed Income 01/02/2005
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Former positions of Nicholas Carlozzi

CompaniesPositionEnd
Corporate Officer/Principal -
Federal Reserve Bank of Philadelphia Corporate Officer/Principal -
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Training of Nicholas Carlozzi

Denison University Undergraduate Degree
University of Wisconsin Doctorate Degree

Experiences
Positions held

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Private companies

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Connections

68

1st degree connections

5

1st degree companies

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Linked companies

Private companies3

Finance

Finance

Federal Reserve Bank of Philadelphia

Government

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