Lauren Lambert is a wealth management financial advisor based in Boston, MA.
Lauren brings deep investment experience for wealth clients who need to optimize stale portfolios or establish new investment strategies. She works closely with faith-based, cultural and educational nonprofit boards to steward endowment assets, suggest best practices, and support fundraising initiatives.
Lauren joined CAPTRUST from Boston Advisors in 2019, where she was a senior portfolio manager in the private advisory group. Prior to her time with Boston Advisors, she worked in investment management as analyst and portfolio manager for more than 25 years at U.S. Trust, Deutsche Asset Management, Bessemer Trust, and Alliance Bernstein.
Lauren graduated from New York University and earned her Bachelor of Arts in economics.
In her free time, Lauren enjoys opera, museums, and Cape Cod beaches. She is a New York native, residing in New York City and Massachusetts.
Education
- Bachelor of Arts degree in economics and French from New York University
- Master of Arts degree in economics from New York University
Industry Designations
- Chartered Financial Analyst®
Memberships
- Member, CFA Institute
- Member, 100 Women in Finance
- Member, Golden Seeds Angel-investor Network
- Member, Massachusetts Committee for the National Museum of Women in the Arts