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James Maxwell
Analyst-Equity en
Tocqueville Asset Management LP
.
Perfil
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.
Cargos activos de James Maxwell
| Empresas | Cargo | Inicio |
|---|---|---|
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 |
Antiguos cargos conocidos de James Maxwell.
| Empresas | Cargo | Fin |
|---|---|---|
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 |
Formación de James Maxwell.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
53
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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