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
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