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Lauren C. Lambert, Cfa Email & Phone Number

Grants Committee at Hestia Fund of Boston
Location: Boston, Massachusetts, United States 9 work roles 3 schools
1 work email found @bostonadvisors.com 3 phones found area 617, 917, and 888 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email l****@bostonadvisors.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Hestia Fund of Boston
Role
Grants Committee
Location
Boston, Massachusetts, United States

Who is Lauren C. Lambert, Cfa? Overview

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Quick answer

Lauren C. Lambert, Cfa is listed as Grants Committee at Hestia Fund of Boston, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at bostonadvisors.com, phone signal with area code 617, 917, 888, and a matched LinkedIn profile for Lauren C. Lambert, Cfa.

Lauren C. Lambert, Cfa previously worked as Principal | Financial Advisor at Captrust and President at Guilder Group Llc. Lauren C. Lambert, Cfa holds Ma, Economics from New York University.

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Email format at Hestia Fund of Boston

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*@bostonadvisors.com
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AeroLeads found 1 current-domain work email signal for Lauren C. Lambert, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Lauren C. Lambert, Cfa

I create investment plans and manage assets for individuals, families, endowments and trusts. I am a fiduciary, held to the standard of acting in my clients’ best interest.MY HOLISTIC APPROACHEvery engagement starts with a deep dive to understand your assets, income sources, tax situation, retirement goals, estate plan and the most relevant factors for today and the future. I present an investment strategy and long-term financial plan tailored to your situation, then illustrate how your assets might develop under different scenarios. Every client has a Wealthvview profile they can access on their phone or computer encompassing current valuations all the way to estate tax considerations. You will always have access to me to discuss how your are tracking toward your goals. Clients with employers' stock need guidance about how to handle these positions for risk control and tax efficiency. Arcane rules around ESOPs, NSOs, ISOs, and profit-sharing awards can seem overwhelming. We'll build a strategy and work through it together. Endowments and Foundations have their own aspirations and challenges. My not for profit clients include faith-based, educational and cultural institutions. In addition to investment solutions unique to endowments, we have tools to help with donor engagement, governance and spending policy.WHAT MAKES ME PROUD?My deep relationships with clients and supporting my community. I am active in a philanthropy focused on education in Boston, one for women in the arts, and an Angel Investor network supporting innovative entrepreneurs.Unlike most advisors, I was an institutional investor first. This means I managed billions of dollars of pension, endowments and sovereign wealth fund assets in highly performance-driven cultures, which affords me a unique perspective.I earned BA and MA degrees in economics from NYU, as well as the Chartered Financial Analyst(r) designation. Asset allocation, investment strategy, financial planning, economics, global equities, stock selection, fixed income, endowment foundation, retirement planning, wealth advisory, RIA, tax-sensitive, tax-exempt, fiduciary, GRAT, SLAT, CLAT, CRUT, IRA, Roth IRA, Revocable Trust, Irrevocable Trust

Listed skills include Wealth Management, Financial Planning, Endowment Investing, Risk Management, and 25 others.

Current workplace

Lauren C. Lambert, Cfa's current company

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Hestia Fund of Boston
Hestia Fund Of Boston
Grants Committee
Boston, MA, US
Website
captrustadvisors.com
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9 roles · 35 years

Lauren C. Lambert, Cfa work experience

A career timeline built from the work history available for this profile.

Grants Committee

Hestia Fund Of Boston

Boston, MA, US

Principal | Financial Advisor

Current
Captrust

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.

Mar 2016 - Present

Grants Committee

Current
Hestia Fund Of Boston

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.

2016 - Present ~10 yrs 4 mos

President

Guilder Group Llc

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.

2013 - 2016 ~3 yrs

Svp/Senior Portfolio Manager -Equities

Alliancebernstein

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.

2011 - 2012 ~1 yr

Principal - Director Of Research, Non-Us Equities

Bessemer Trust

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.

2008 - 2010 ~2 yrs

Principal - Portfolio Manager

Clay Finlay Inc

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.

2002 - 2008 ~6 yrs

Principal - Analyst, Portfolio Manager

Dws Group / Acquired Scudder, Stevens And Clark

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

1994 - 2002 ~8 yrs

Equity Analyst

Us Trust

US

Wealth Management Equity Analyst covering several US sectors

1991 - 1994 ~3 yrs
Team & coworkers

Colleagues at Hestia Fund of Boston

Other employees you can reach at captrustadvisors.com. View company contacts →

SS Stewart Schmidt, Cfp® Stewart Schmidt, Cfp® Colleague at Hestia Fund Of Boston Uniontown, Ohio, United States, United States View → RM Russell Miller Russell Miller Colleague at Hestia Fund Of Boston Greenville-Spartanburg-Anderson, South Carolina Area, United States View → HE Helen E Marshall Helen E Marshall Colleague at Hestia Fund Of Boston Raleigh, North Carolina, United States, United States View → JY Jeffrey Yu Jeffrey Yu Colleague at Hestia Fund Of Boston Indianapolis, Indiana, United States, United States View → MM Michael Mcguinnes Michael Mcguinnes Colleague at Hestia Fund Of Boston United States, United States View → BB Brandy B. Hydrick, Cfp® Brandy B. Hydrick, Cfp® Colleague at Hestia Fund Of Boston Charlotte, North Carolina, United States, United States View → EJ Evan Judge,Cfa,Cfp® Evan Judge,Cfa,Cfp® Colleague at Hestia Fund Of Boston Scottsdale, Arizona, United States, United States View → KL Kirk Lanier Kirk Lanier Colleague at Hestia Fund Of Boston Garner, North Carolina, United States, United States View → KC Karen Culver Karen Culver Colleague at Hestia Fund Of Boston Macungie, Pennsylvania, United States, United States View → ME Maribel Everett Maribel Everett Colleague at Hestia Fund Of Boston Missouri City, Texas, United States, United States View →
3 education records

Lauren C. Lambert, Cfa education

Ma, Economics

New York University

Chartered Financial Analyst (Cfa)

Cfa Institute

Ba, Economics, French

New York University
FAQ

Frequently asked questions about Lauren C. Lambert, Cfa

Quick answers generated from the profile data available on this page.

What company does Lauren C. Lambert, Cfa work for?

Lauren C. Lambert, Cfa works for Hestia Fund of Boston.

What is Lauren C. Lambert, Cfa's role at Hestia Fund of Boston?

Lauren C. Lambert, Cfa is listed as Grants Committee at Hestia Fund of Boston.

What is Lauren C. Lambert, Cfa's email address?

AeroLeads has found 1 work email signal at @bostonadvisors.com for Lauren C. Lambert, Cfa at Hestia Fund of Boston.

What is Lauren C. Lambert, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 617, 917, 888 for Lauren C. Lambert, Cfa at Hestia Fund of Boston.

Where is Lauren C. Lambert, Cfa based?

Lauren C. Lambert, Cfa is based in Boston, Massachusetts, United States while working with Hestia Fund of Boston.

What companies has Lauren C. Lambert, Cfa worked for?

Lauren C. Lambert, Cfa has worked for Hestia Fund Of Boston, Captrust, Guilder Group Llc, Alliancebernstein, and Bessemer Trust.

Who are Lauren C. Lambert, Cfa's colleagues at Hestia Fund of Boston?

Lauren C. Lambert, Cfa's colleagues at Hestia Fund of Boston include Stewart Schmidt, Cfp®, Russell Miller, Helen E Marshall, Jeffrey Yu, and Michael Mcguinnes.

How can I contact Lauren C. Lambert, Cfa?

You can use AeroLeads to view verified contact signals for Lauren C. Lambert, Cfa at Hestia Fund of Boston, including work email, phone, and LinkedIn data when available.

What schools did Lauren C. Lambert, Cfa attend?

Lauren C. Lambert, Cfa holds Ma, Economics from New York University.

What skills is Lauren C. Lambert, Cfa known for?

Lauren C. Lambert, Cfa is listed with skills including Wealth Management, Financial Planning, Endowment Investing, Risk Management, Investment Strategies, Asset Allocation, Portfolio Management, and Asset Management.

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