Lauren C. Lambert, Cfa Email & Phone Number

Boston, Ma, Us

Raleigh, Nc, Us

I am a Senior VP and Financial Advisor at CAPTRUST. I work with high-net-worth families and individuals, trusts, endowments and not-for-profit organizations. For my clients, I develop investment frameworks and then implement the plans to meet their long term goals such as retirement, legacy planning or perpetual endowments. I joined Boston Advisors in 2016 and we merged with CAPTRUST in 2019.

The Hestia Fund is a women’s philanthropy group committed to strategic philanthropy, particularly in the area of education. Hestia's funding focus is supporting programs that create opportunities for children from underserved families in the Boston area to thrive in school and realize lasting change in their lives. The group has distributed over $6 million. I have been involved since 2016, and served on the Grants Committee 2018-2020.

Wealth Management I established an independent consultancy and worked with high net worth individuals and not for profit organizations on asset allocation, advisor selection and investment manager oversight. My clients relied on me to demystify their portfolio positioning and to unbundle and services and fees, bringing transparency to complex relationships, and enabling my clients to become more knowledgeable and confident in their long term wealth stewardship.

Nashville, Tn, Us

Investment Management Client portfolio manager for the US & Global Thematic portfolios (run by Cathie Wood at the time; she is now founder/ CIO of ARK Investments) and International Large Cap Growth.Brought deep investment background and institutional-quality thought leadership skills to the teams. Served on committee to evaluate United Nations Principles for Responsible Investing (PRI), which AB signed in 2011, spearheading ESG offering

New York, New York, Us

Wealth Management / Multi-Family Office- Drove performance recovery of core International fund - Member of Investment Policy and Strategy Committee, guiding the firm in critical strategic decisions as Global Financial Crisis unfolded- Managed analysts in London and New York- Implemented processes for idea generation, workflow management, evaluation and talent management- Recruited, hired and managed London analyst corps, adding critical bench strength to New York-based US equity research platform to form a seamless, global team - Co-chaired currency committee and authored currency framework for unconstrained, multi-asset portfolio sleeve

Us

Institutional Investment ManagementAnalyst (2002-2008) and lead portfolio manager (2007-2008) on European team of boutique global equity management firm. At peak, Clay Finlay AUM totaled $6 billion with approximately $1.5 billion in the European mandates which invested in all-cap pan-European growth stocks. Clients included ERISA and Taft-Hartley plan sponsors as well charitable foundations, private wealth and subadvisory: examples include The Wellcome Trust, Alaska Permanent Fund, British Columbia Investment Management Corp., Caterpillar Inc., Fleming Family and Partners, Merrill Lynch Select Portfolios.

Frankfurt Am Main, Hessen, De

Institutional Investment Management- Analyst covering European Tech and Telecom, Scandinavian region- Portfolio manager for International Growth and Income Fund, a high dividend yield all-equity strategy- Member of Investment Policy and Strategy Committee

Us

Wealth Management Equity Analyst covering several US sectors

Ma, Economics

Chartered Financial Analyst (Cfa)

Ba, Economics, French