Robert William Kleinschmidt
Chief Executive Officer at Tocqueville Asset Management LP
Profile
Mr. Robert W.
Kleinschmidt, CFA, is a Chief Executive Officer & Chief Investment Officer at Tocqueville Asset Management LP and a President at The Tocqueville Trust.
He joined Tocqueville in 1991 and manages discretionary portfolios for institutional, individual and family clients.
He is the Portfolio Manager of the firm’s flagship fund, the Tocqueville Fund.
In addition, he is the Chairman of the Investment Committee.
Prior to joining Tocqueville, Mr. Kleinschmidt spent thirteen years with David J.
Greene & Company.
Prior to joining David J.
Greene & Company, he spent two years at the Irving Trust Company, starting his career there in 1976.
Before going to Wall Street, he taught Economics at Fordham and Adelphi Universities, and Marymount College.
Mr. Kleinschmidt earned a B.B.A.
in Accounting from the University of Wisconsin (Oshkosh) and an M.A.
in Economics from the University of Massachusetts (Amherst).
From 1973 to 1976, he continued postgraduate work in Economics at Columbia University.
He also holds the CFA designation.
Robert William Kleinschmidt 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. | Chief Executive Officer | 01/01/1991 |
The Tocqueville Trust | President | 12/01/2010 |
Former positions of Robert William Kleinschmidt
Companies | Position | End |
---|---|---|
Greene David J & Co. LLC.
Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | Corporate Officer/Principal | 31/12/1990 |
Irving Trust Co. | Corporate Officer/Principal | - |
Amwest Insurance Group, Inc.
Amwest Insurance Group, Inc. Specialty InsuranceFinance Amwest Insurance Group, Inc. is an insurance holding company engaged, through its wholly owned subsidiaries, Amwest Surety Insurance Company, Condor Insurance Company and Far West Insurance Company, in underwriting surety bonds nationwide, commercial automobile insurance in the United States. Surety bonds are predominately written through branch and field offices located throughout the United States. Company was formed on August 19, 1970 and is located in Calabasas, CA. | Director/Board Member | - |
Training of Robert William Kleinschmidt
The Trustees of Columbia University in The City of New York | Graduate Degree |
University of Wisconsin | Undergraduate Degree |
University of Massachusetts | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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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 |
Greene David J & Co. LLC.
Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | Finance |
The Tocqueville Trust | Miscellaneous |
Amwest Insurance Group, Inc.
Amwest Insurance Group, Inc. Specialty InsuranceFinance Amwest Insurance Group, Inc. is an insurance holding company engaged, through its wholly owned subsidiaries, Amwest Surety Insurance Company, Condor Insurance Company and Far West Insurance Company, in underwriting surety bonds nationwide, commercial automobile insurance in the United States. Surety bonds are predominately written through branch and field offices located throughout the United States. Company was formed on August 19, 1970 and is located in Calabasas, CA. | Finance |
Irving Trust Co. | Miscellaneous |
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