Lauren C. Lambert
- Role
- Senior Vice President Financial Advisor at CAPTRUST
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lauren C. Lambert
I create investment plans and manage assets for individuals, families, endowments and…
Experience
Senior Vice President Financial Advisor
Mar 2016 — Present
Education
CFA Institute
Chartered Financial Analyst (CFA)
1992
New York University
MA, Economics
New York University
BA, Economics, French
Skills
- Securities
- Chartered Financial Analyst
- Portfolio Management
- Public Speaking
- Risk Management
- Etfs
- Strategy
- Nonprofits
- Mutual Funds
- Investment Strategies
- Endowment Investing
- Asset Allocation
- Asset Management
- Equity Research
- Fixed Income
- Thought Leadership
- Options
- Research Management
- Equities
- Investment Management
- Investments
- Wealth Management
- Economics
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