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Lauren Lambert, CFA®

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 is a wealth management advisor based out of the Boston, Massachusetts location.

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
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