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 over 25 years of experience in the Investment Industry, which includes positions at Alliance Capital Regional Director of Distribution, Comerica Bank as Regional Director of Trustee Alliance Program, and Santander Wealth Management Group as a Private Wealth Advisor. Mr. Lambert’s investment experience also includes a role in the Private Equity field as Director of US Distribution for BDC Financial Group, a Boston based Private Equity Firm, which customized Private Equity and Hedge Fund of Funds for Accredited, Institutional and Qualified Purchasers.
Active in his local community, Mr. Lambert is a member of the Estate Planning Council of Worcester.
Mr. Lambert earned his Bachelor of Science degree in Economics and Political Science from Fitchburg State College, Fitchburg, Massachusetts. In 2016, Mr. Lambert completed the executive educational program at University of Pennsylvania - The Wharton School in Philadelphia, Pennsylvania.
Check the background of this investment professional on FINRA's BrokerCheck.