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Nicholas Carlozzi
Portfolio Manager-Fixed Income at Tocqueville Asset Management LP
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
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-Fixed Income | 01/02/2005 |
Former positions of Nicholas Carlozzi
Companies | Position | End |
---|---|---|
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. | Corporate Officer/Principal | - |
Federal Reserve Bank of Philadelphia | Corporate Officer/Principal | - |
Training of Nicholas Carlozzi
Denison University | Undergraduate Degree |
University of Wisconsin | Doctorate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
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. | Finance |
Federal Reserve Bank of Philadelphia | Government |
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