Prior to joining First Republic in 2010, Mr. Lambert served as Vice President of Private Banking and Business Development with TD Wealth, based in Boston. He has more than 20 years of experience in the investment industry, including positions at Alliance Capital as regional Director of Distribution, Comerica Bank as Regional Director of the trustee alliance program and Santander Wealth Management Group as a Private Wealth Advisor. His investment experience also includes a role in the private equity field as director of U.S. distribution for BDC Financial Group, a Boston-based private equity firm that customized private equity and hedge funds for accredited institutions and qualified purchasers.
Mr. Lambert is a member of the Estate Planning Council of Worcester and currently serves on the Northborough Youth Basketball Association and the Metrowest Boys Club.
Mr. Lambert earned his Bachelor of Science degree in economics and political science from Fitchburg State College in Massachusetts.
Wealth Management Experience: 21 Years
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