CoverProfile

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

View more

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
Profile Photo
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