Tony Balestrieri
Portfolio Manager-Equities at Tocqueville Asset Management LP
Profile
Mr. Anthony P.
Balestrieri, CFA MBA, is a Portfolio Manager at Tocqueville Asset Management LP.
Prior to joining Tocqueville in 2013, Mr. Balestrieri was a Managing Director and Portfolio Manager at The Winchester Group, Inc. Before joining Winchester in 2007, he was a portfolio manager/managing director for William D.
Witter for twenty years.
He began his career in 1959 at Eastman Dillon Union Securities.
He later worked at Manufacturers Hanover Trust Bank where he managed Trust and Estate portfolios for over twenty years.
Mr. Balestrieri earned a B.A.
in Economics from St. Peter’s University and an M.B.A in Investments from New York University.
He also holds the CFA designation.
Tony Balestrieri 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 | 01/01/2013 |
Former positions of Tony Balestrieri
| Companies | Position | End |
|---|---|---|
The Winchester Group, Inc. (New York)
 The Winchester Group, Inc. (New York) Investment ManagersFinance Founded by Thomas Settle in 1990, The Winchester Group is an investment advisor firm located in New York City. | Portfolio Manager-Equities | - |
William D. Witter, Inc.
 William D. Witter, Inc. Investment ManagersFinance William D. Witter, Inc. (WDW) was founded as a registered investment advisor in 1977. From 1966 to 1976 William Witter was the head of a similarly named Wall Street brokerage firm that specialized in institutional investment research. Today, WDW manages assets for institutional and individual clients and is a sub-advisor to a mutual fund. The firm is based in New York City. | Portfolio Manager-Equities | 31/12/2006 |
| Eastman Dillon Union Securities & Co., Inc. | Corporate Officer/Principal | - |
| Manufacturers Hanover Trust Bank | Corporate Officer/Principal | - |
Training of Tony Balestrieri
| New York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
William D. Witter, Inc.
William D. Witter, Inc. Investment ManagersFinance William D. Witter, Inc. (WDW) was founded as a registered investment advisor in 1977. From 1966 to 1976 William Witter was the head of a similarly named Wall Street brokerage firm that specialized in institutional investment research. Today, WDW manages assets for institutional and individual clients and is a sub-advisor to a mutual fund. The firm is based in New York City. | Finance |
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 |
| Manufacturers Hanover Trust Bank | |
| Eastman Dillon Union Securities & Co., Inc. | Finance |
The Winchester Group, Inc. (New York)
The Winchester Group, Inc. (New York) Investment ManagersFinance Founded by Thomas Settle in 1990, The Winchester Group is an investment advisor firm located in New York City. | Finance |
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