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Tony Balestrieri
Gestionnaire de Portefeuille-Actions chez
Tocqueville Asset Management LP
Profil
Mr. Anthony P.
Balestrieri, CFA MBA, is a Portfolio Manager at Tocqueville Asset Management LP.
Prior to joining Tocqueville in 2013, Mr. Balestrieri was a Managing Director and Portfolio Manager at The Winchester Group, Inc. Before joining Winchester in 2007, he was a portfolio manager/managing director for William D.
Witter for twenty years.
He began his career in 1959 at Eastman Dillon Union Securities.
He later worked at Manufacturers Hanover Trust Bank where he managed Trust and Estate portfolios for over twenty years.
Mr. Balestrieri earned a B.A. in Economics from St. Peter’s University and an M.B.A in Investments from New York University.
He also holds the CFA designation.
Postes actifs de Tony Balestrieri
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Anciens postes connus de Tony Balestrieri
| Sociétés | Poste | Fin |
|---|---|---|
The Winchester Group, Inc. (New York)
 The Winchester Group, Inc. (New York) Investment ManagersFinance Profile Unavailable | Gestionnaire de Portefeuille-Actions | - |
William D. Witter, Inc.
 William D. Witter, Inc. Investment ManagersFinance WDW specializes in small-cap growth stocks. They provide expertise in diversified multi-cap equities, hedge fund investment vehicles and fixed-income cash management. The firm prefers to invest in companies that have not yet been discovered or are temporarily out of favor with Wall Street analysts. Their decisions are based on fundamental analysis. The firm focuses on the merits of each security. They look for earnings growth, solid financials, strong management and exercise a valuation discipline in buy/sell decision. In addition, they adhere to a bottom-up approach and do not rely on market timing or technical analysis. In evaluating stocks, WDW looks at several factors. Their analysis of a company includes these elements: viable growth strategy, strong product position, sustainable profit margins, balance sheet strength, above-average return on capital and consistent performance. Their investment decisions are based on a one to three year time horizon and generally their intention is to hold securities for at least that length of time. WDW's reasons for selling a stock include overvaluation due to appreciation, outsized position in a portfolio, failure of company to meet its original business plan, loss of confidence in the fundamental outlook, change in industry dynamics or if they have a more promising idea. | Gestionnaire de Portefeuille-Actions | 31/12/2006 |
Eastman Dillon Union Securities & Co., Inc.
 Eastman Dillon Union Securities & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Manufacturers Hanover Trust Bank | Corporate Officer/Principal | - |
Formation de Tony Balestrieri
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
57
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
William D. Witter, Inc.
William D. Witter, Inc. Investment ManagersFinance WDW specializes in small-cap growth stocks. They provide expertise in diversified multi-cap equities, hedge fund investment vehicles and fixed-income cash management. The firm prefers to invest in companies that have not yet been discovered or are temporarily out of favor with Wall Street analysts. Their decisions are based on fundamental analysis. The firm focuses on the merits of each security. They look for earnings growth, solid financials, strong management and exercise a valuation discipline in buy/sell decision. In addition, they adhere to a bottom-up approach and do not rely on market timing or technical analysis. In evaluating stocks, WDW looks at several factors. Their analysis of a company includes these elements: viable growth strategy, strong product position, sustainable profit margins, balance sheet strength, above-average return on capital and consistent performance. Their investment decisions are based on a one to three year time horizon and generally their intention is to hold securities for at least that length of time. WDW's reasons for selling a stock include overvaluation due to appreciation, outsized position in a portfolio, failure of company to meet its original business plan, loss of confidence in the fundamental outlook, change in industry dynamics or if they have a more promising idea. | Finance |
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 |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Manufacturers Hanover Trust Bank | |
The Winchester Group, Inc. (New York)
The Winchester Group, Inc. (New York) Investment ManagersFinance Profile Unavailable | Finance |
Eastman Dillon Union Securities & Co., Inc.
Eastman Dillon Union Securities & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
