Richard Zhang

Portfolio Manager-Equities at Tocqueville Asset Management LP

Finance

Consumer Services

Technology Services

Profile

Mr. Richard Zhang is an Assistant Portfolio Manager at Tocqueville Asset Management LP.
Prior to joining Tocqueville in 2019, he was a Product Analyst at ValuePenguin, a personal finance website that helped consumers understand confusing financial products.
He guides clients through the complexities of the financial world by simplifying jargon and ideas.
He graduated from New York University’s Stern School of Business with a B.S.
in Finance and Sustainable Business.

Richard Zhang active positions

Companies	Position	Start
Tocqueville Asset Management LP Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.	Portfolio Manager-Equities	31/08/2019

All active positions of Richard Zhang

Former positions of Richard Zhang

Companies	Position	End
ValuePenguin, Inc. ValuePenguin, Inc. Data Processing ServicesTechnology Services Valuepenguin, Inc. operates as a personal finance Website that conducts in-depth research and analysis on a variety of topics from insurance to credit cards. The firm offers credit cards, insurance, investment, small business, banking and loan services. The company was founded by Jonathan Wu, Ting Pen and Brian Quinn and is headquartered in New York, NY.	Corporate Officer/Principal	31/08/2019

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Training of Richard Zhang

New York University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies	2
Tocqueville Asset Management LP Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.	Finance
ValuePenguin, Inc. ValuePenguin, Inc. Data Processing ServicesTechnology Services Valuepenguin, Inc. operates as a personal finance Website that conducts in-depth research and analysis on a variety of topics from insurance to credit cards. The firm offers credit cards, insurance, investment, small business, banking and loan services. The company was founded by Jonathan Wu, Ting Pen and Brian Quinn and is headquartered in New York, NY.	Technology Services