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James Maxwell
Analyst-Equity presso
Tocqueville Asset Management LP
Profilo
Mr. James Maxwell, CFA, is a Portfolio Manager & Equity Research Analyst at Tocqueville Asset Management LP.
Prior to joining Tocqueville, Mr. Maxwell was with the Advisor.
Before that, he spent three years at Delafield Asset Management, a division of Reich & Tang Asset Management LLC, the Predecessor Delafield Fund and Select Fund’s investment adviser.
Mr. Maxwell graduated Cum Laude with a double major in Finance and Economics from Northern Arizona University.
He also holds the CFA designation.
Posizioni attive di James Maxwell
| Società | Posizione | Inizio |
|---|---|---|
Tocqueville Asset Management LP
 Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Analyst-Equity | 01/01/2009 |
Precedenti posizioni note di James Maxwell
| Società | Posizione | Fine |
|---|---|---|
Delafield Asset Management
 Delafield Asset Management Investment ManagersFinance Delafield Asset Management manages portfolios with a primary emphasis on preservation and enhancement of capital through long-term investment in undervalued securities. They invest primarily in the stocks of US small-cap and mid-cap companies in the electronic technology, process industries and technology services sectors. The firm's research efforts are based on bottom-up, fundamental analysis. | Analyst-Equity | 27/09/2009 |
Formazione di James Maxwell
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
53
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Finance |
Delafield Asset Management
Delafield Asset Management Investment ManagersFinance Delafield Asset Management manages portfolios with a primary emphasis on preservation and enhancement of capital through long-term investment in undervalued securities. They invest primarily in the stocks of US small-cap and mid-cap companies in the electronic technology, process industries and technology services sectors. The firm's research efforts are based on bottom-up, fundamental analysis. | Finance |
Northern Arizona University
 Northern Arizona University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
