2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
- With CAPTRUST Since 2019
- 617.348.3100
-
One Liberty Square 13th Floor
Boston, MA 02109
Lauren Lambert, CFA®
Senior Vice President,
Financial Advisor
- Guilderland, New York
- Beloved by Toni Morrison | A Room with a View
- W A Mozart, Lin-Manuel Miranda, and my children
- "It is never too late to be what you might have been"
- Creativity, kindness, and determination
Financial Advisors
Lauren Lambert is a wealth management financial advisor based in Boston, MA.
Lauren joined CAPTRUST from Boston Advisors in 2019. She serves as a senior vice president and financial advisor responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives.
Prior to joining the firm, Lauren was a senior portfolio manager in the private advisory group of Boston Advisors, where she partnered closely with clients to help them protect and grow their assets, providing investment plan guidance and custom portfolio construction and management.
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
News & Resources
Resources
Resources
5 months ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
Resources
8 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Resources
12 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
