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Michael Bertash, Mba is listed as Director of Institutional Client Services at Tocqueville Asset Management at Tocqueville Asset Management, a company with 94 employees, based in Bradenton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Michael Bertash, Mba.
Michael Bertash, Mba previously worked as Director of Institutional Client Services at Tocqueville Asset Management and Director at Cupper Llc. Michael Bertash, Mba holds Master Of Business Administration - Mba from New York University.
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With extensive experience in Finance and Marketing, Mr. Bertash is a seasoned marketer in investment management for institutional pension funds. Starting his career at IBM, Mr. Bertash spent 8 years in sales, moving on to the investment management industry, where he has spent the last 30 years building a wealth of experience in the areas of Capital Raising and Client Relations. Mr. Bertash has worked for Bear Stearns Asset Management, J. & W. Seligman and Co., and currently leads strategic business development at Tocqueville Asset Management. Mr. Bertash was also a founding Member of New York Capital Advisors, LLC, a startup quantitative investment management firm. Mr. Bertash earned a Bachelor of Science in Operations Research and Finance from Syracuse University, and an M.B.A. from New York University in Computer Applications.
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As Director of Institutional Services, I focus on new business development of separately managed accounts for Taft Hartley and Public Funds clients. I am responsible for relationship development with consultants in the market segment for products primarily all cap value, mid-cap value, small-cap growth, alternative, and high-quality fixed income.
Bradenton, Florida, United States
Co-Inventor and director of Copper LLC, a patented consumer countertop kitchen appliance. Directed product development from concept to manufacturing prototype.
Additionally served as member of the audit committee and responsible for Sarbanes-Oxley compliance and member of the corporate governance committee
In this role, I founded a new enterprise for quantitative investment management services and was responsible for sales, management, and financing for the firm.
As Senior Vice President, I focused on new business development of separately managed accounts for institutional clients developing an institutional clientele representing over $800 million in assets and $3 million in revenue.
As Associate Director, I led new business development of separately managed accounts for institutional clients over $450 million in assets and $2.0 million in revenue.
Led new business development position for registered investment advisory division.
Other employees you can reach at tocqueville.com. View company contacts for 94 employees →
Victor Hwuang
Colleague at Tocqueville Asset ManagementCranford, New Jersey, United States, United States
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Lucinda Lormier
Colleague at Tocqueville Asset ManagementNew York, New York, United States, United States
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Mike Paton
Colleague at Tocqueville Asset ManagementHuntington Station, New York, United States, United States
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Matthew Cherashore
Colleague at Tocqueville Asset ManagementNew York, New York, United States, United States
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Alfred Gugliotta
Colleague at Tocqueville Asset ManagementNew York, New York, United States, United States
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John Rochford
Colleague at Tocqueville Asset ManagementRed Bank, New Jersey, United States, United States
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Keith Collazo
Colleague at Tocqueville Asset ManagementVero Beach, Florida, United States, United States
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Tessie Baro
Colleague at Tocqueville Asset ManagementNew York City Metropolitan Area, United States
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John Rochford
Colleague at Tocqueville Asset ManagementNew York City Metropolitan Area, United States
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Noelle D. Abrams
Colleague at Tocqueville Asset ManagementNew York, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Michael Bertash, Mba works for Tocqueville Asset Management.
Michael Bertash, Mba is listed as Director of Institutional Client Services at Tocqueville Asset Management at Tocqueville Asset Management.
Michael Bertash, Mba is based in Bradenton, Florida, United States while working with Tocqueville Asset Management.
Michael Bertash, Mba has worked for Tocqueville Asset Management, Cupper Llc, Franklin Credit Management Corp., New York Capital Advisors, and J. & W. Seligman & Co Inc.
Michael Bertash, Mba's colleagues at Tocqueville Asset Management include Victor Hwuang, Lucinda Lormier, Mike Paton, Matthew Cherashore, and Alfred Gugliotta.
You can use AeroLeads to view verified contact signals for Michael Bertash, Mba at Tocqueville Asset Management, including work email, phone, and LinkedIn data when available.
Michael Bertash, Mba holds Master Of Business Administration - Mba from New York University.
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