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Robert J Lambert

Portfolio Manager & Research Analyst

Strategic Wealth Partners

United States, Ohio, Cleveland

About Me

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

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Profile Information

Portfolio Manager & Research Analyst

Strategic Wealth Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Cleveland

Ohio

United States

Jul 24, 2024

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