Tocqueville Asset Management
Cleo Kotis has extensive experience in the financial industry, holding various leadership positions in companies such as Tocqueville Management Corp., Tocqueville Asset Management, The Delafield Group, The Tocqueville Trust, Reich & Tang Asset Management, Inc, and Reich & Tang Asset Management, LLC. Currently serving as the Director of Human Resources at Tocqueville Management Corp., Cleo brings a wealth of knowledge and expertise in operations, office services, and trust management.
This person is not in any teams
Tocqueville Asset Management
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