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Richard Zhang

Portfolio Associate at Tocqueville Asset Management

Richard Zhang is an Assistant Portfolio Manager at Tocqueville Asset Management.12 He joined the company in 2019 and works under the Wealth Management Group.1 Prior to his current role, Richard held positions as a Portfolio Associate at Tocqueville and as a Product Analyst at ValuePenguin, a personal finance website.12

Richard's responsibilities include guiding clients through complex financial matters by simplifying jargon and ideas.1 He is part of a team that manages client assets across various market cycles, focusing on customizing asset allocation to meet long-term growth targets and annual income needs while managing tax situations.1

Richard graduated from New York University's Stern School of Business with a B.S. in Finance and Sustainable Business.1 He also studied Finance at NYU Shanghai as part of a Study Abroad program.2 His professional experience includes internships at Oppenheimer & Co. Inc. and Briarcliff Hall LLC.2

For contact purposes, Richard can be reached at [email protected] or 646-873-3210.1

Highlights

Feb 13 · tocqueville.com
Tocqueville Asset Management Welcomes Poplar Forest Capital Team
May 9 · theorg.com
Richard Zhang - Tocqueville Asset Management - The Org
May 8 · tocqueville.com
News - Tocqueville
News - Tocqueville
Feb 15 · tocqueville.com
Richard Zhang - Tocqueville Asset Management
Richard Zhang - Tocqueville Asset Management

Related Questions

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What are some notable achievements of Richard Zhang in his career so far?
How does Richard Zhang's educational background from NYU Stern School of Business impact his work?
What are the main responsibilities of an Assistant Portfolio Manager at Tocqueville Asset Management?
Richard Zhang
Richard Zhang, photo 1
Richard Zhang, photo 2
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Location

Valley Stream, New York