Lauren Lambert Email & Phone Number
Principal | Financial Advisor @ CAPTRUST
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Lauren Lambert Location
- New York, NY, US
Lauren Lambert Work
- 2016 -now Principal | Financial Advisor @
- 2016 -2025 Grants Committee @ Hestia Fund of Boston
- 2013 -2016 President @ Guilder Group LLC
- 2011 -2012 SVP and Senior Portfolio Manager -Equities @
- 2008 -2010 Principal - Director of Research, Non-US Equities @
- 2002 -2008 Principal - Portfolio Manager @ Clay Finlay Inc
- 1994 -2002 Principal - Analyst, Portfolio Manager @
- 1991 -1994 Equity Analyst @
Lauren Lambert Education
- CFA Institute
Chartered Financial Analyst (CFA)
1992-2021 - New York University
MA (Economics)
- New York University
Lauren Lambert Skills
- Meditation
- Investments
- Wealth Management
- Securities
- Public Speaking
- Investment Management
- Client Presentation
- Economics
- Chartered Financial
- See 7+see Less
- Asset Allocation
- Customer Service
- Research Management
- Investment Strategies
- Microsoft Excel
- Thought Leadership
- Portfolio Management
- Client Relations Skills
- Nonprofits
- ETFs
- Endowment Investing
- Equity Research
- Asset Management
- Options
- Financial Services
- Equities
- Research Manage
- Strategy
- Fixed Income
- Mutual Funds
- Risk Management
- Leadership
- Chartered Financial Analyst
- Alternative Investments
- Financial Advisory
- Retirement Planning
- Financial Planning
- Capital Markets
- Hedge Funds
Lauren Lambert Summary
- Lauren Lambert, based in New York, NY, US, is currently a Principal | Financial Advisor at CAPTRUST. Lauren Lambert brings experience from previous roles at Hestia Fund of Boston, Guilder Group LLC, AllianceBernstein and Bessemer Trust. Lauren Lambert holds a 1992 - 2021 Chartered Financial Analyst (CFA) @ CFA Institute. With a robust skill set that includes Meditation, Investments, Wealth Management, Securities, Public Speaking and more. Lauren Lambert has 3 emails and 2 mobile phone numbers on RocketReach.
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