Meet Our Team
Lawrence M. Fields
Lawrence M. Fields is a Senior Advisor at Tocqueville Asset Management L.P. He joined Tocqueville in 2008 and is a member of the Wealth Management Group.
Prior to joining Tocqueville, Mr. Fields was head of the Specialized Investment Management Group at Bear Stearns Asset Management from its inception in 1985, ultimately holding the title of Senior Managing Director. Mr. Fields was with the New York Life Insurance Company from 1969 to 1985, where he held equity and fixed income positions within its Investment Department, ending his tenure as Investment Vice President and Equity Portfolio Manager.
He earned a B.S. in Accounting from The Ohio State University and an M.B.A. in Finance from New York University.
Meet My Team
Our team works cohesively in managing the wealth of our clients because we feel that we are more than business partners; we are a family. Our clients consistently tell us that they value and appreciate that we are a close-knit and communicative group, with a long track record of good performance and attentive client service. As a team, we strive to be the consummate “trusted adviser.”
The collective intellectual capital of the group provides for the team to help our clients figure out and solve their complex financial needs. The senior members of the team have over 30 years of experience each as financial professionals. In addition, most of the team members have worked together for over 20 years in some capacity.
Our clients tend to be life-long and multi-generational – our family almost becomes a part of your family. We bring a wealth of knowledge to the management of our clients’ affairs and welcome the opportunity to engage with their other legal and tax professionals when necessary.
The team has managed client assets across decades of market cycles. Leveraging our expertise in equities and fixed income and using our unique investment process, philosophy, and strategies, we work hand-in-hand with our clients to customize the optimal asset allocation to meet their long-term asset growth targets and annual income needs, while managing their tax situation accordingly.
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Thought Pieces From the Team
On Monday, March 20th, Tocqueville’s Chief Investment Officer Robert W. Kleinschmidt sat down to walk through his thoughts on the ...
2022 & 2023 Estate Planning and Retirement Game Plan
The Importance and Understanding of Establishing a Donor Advised Fund
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