MB
Michael Bertash
Director Of Institutional Client Services at Tocqueville Asset Management
View Michael's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Director Of Institutional Client Services
Aug 2008 - Present · 16 years and 5 months
Cupper LLC
Director
Jan 2019 - Present · 6 years
Director
Jan 1998 - Nov 2014 · 16 years and 10 months
Company Details
Founded in 1985, and based out of NYC, Vero Beach, FL and San Francisco, Tocqueville Asset Management is an independent, employee owned, wealth management company that manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. Our investment management teams provide a high touch, customized investment approach to the financial complexities for each of our unique client situations. We focus on managing, preserving, and growing assets with the goal of creating generational wealth. Please visit our website for more information: www.tocqueville.com; Follow us on Twitter: @TocquevilleAM
Year Founded
1985
Social Media
Linkedin
Industry
Investment Management
HQ Location
--
Keywords
Asset ManagementCapital PreservatioValue InvestingFundamental ResearchEmployee OwneContrarian Investment PhilosophyPrivate Wealth ManagementFamily Office Services
Discover More About Cleveland Clinic

Find verified contacts of Michael Bertash in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.