Robert Lambert is Strategic Wealth Partners’ triple threat in investments. Along with being a portfolio manager and trader for SWP’s multi-asset strategies, Rob is also an equity analyst on individual stock strategies, covering a range of sectors and companies. Rob works alongside SWP’s CIO developing the strategy, management, and implementation of the firm’s multi-asset portfolios. As an Investment Strategist and a member of SWP’s investment committee, Rob uses his keen mind for numbers to dive into macroeconomic research and market and security analysis, and to design customized investment strategies for high-net worth clients. Rob earned his BA in business economics and finance from Oh
Robert J Lambert
Portfolio Manager & Research Analyst
Strategic Wealth Partners
United States, Ohio, Cleveland
About Me
Profile Information
Portfolio Manager & Research Analyst
Strategic Wealth Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Cleveland
Ohio
United States
Jul 24, 2024
More profiles to browse
ND
Nicholai Deshmukh
Wealth Management Advisor
CS
Colin Symons
Senior Portfolio Manager & Research Analyst
MT
Mark Tepper
Managing Partner
Andrew Denenberg
Principal, Wealth Advisor & Retirement Plan Advisor
You Might Like
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BM
Ba Minuzzi
Founder & CEO
Umana