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Robert William Lamberti
Plus aucun poste en cours
Profil
Robert William Lamberti worked as a Director of Asset Management at HBK Sorce Advisory LLC, Senior Financial Analyst at Air Products & Chemicals, Inc., Economic Analyst at Rohm & Haas Co., Senior Vice President at Fox Asset Management LLC, Senior Vice President at McHugh Associates, Inc., Co-Chief Investment Officer & Vice President at Summit Equities, Inc., Chief Investment Officer at Cutler Investment Counsel LLC, and Senior Analyst at Valuation Research Corp.
Lamberti holds an MBA from Temple University and an undergraduate degree from Purdue University.
Anciens postes connus de Robert William Lamberti
| Sociétés | Poste | Fin |
|---|---|---|
Summit Equities, Inc.
 Summit Equities, Inc. Investment ManagersFinance Summit Equities (SE) offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. They assist the client to position their investments in according to the agreed upon allocation, using investment vehicles such as managed mutual funds, variable annuities, variable life contracts, and portfolios of individual issues. SE's Summit Managed Portfolios, formerly the Summit Model Portfolios and/or the Summit Models Program, are custom designed portfolios constructed by SE's Investment Management Committee. The managed portfolios use mutual funds and ETFs to achieve various mixes of domestic equities, international equities, tax-free fixed income, real asset alternatives, and hedging strategies. One of the managed portfolios also utilizes listed Master Limited Partnerships (MLPs). Some of the managed portfolios are managed within Jefferson National Monument Advisor, a variable annuity. The firm's Strategic Asset Allocation Program (SAA) enables SE's IARs to custom design portfolios for clients, taking into account the client's objectives, risk tolerance, time horizon and liquidity needs, other investment assets, income and tax situation. Although most SAAs are primarily allocated among mutual funds and ETFs, they may also hold individual positions in stocks, bonds, traded and non-traded REITs, hedge funds (including funds-of-funds), unit investment trusts (UITs) and variable insurance and/or annuities or other securities. Summit Equities limits their investment advice and asset management to mutual funds, equities, fixed income, ETFs, hedge funds, REITs, insurance products including equity index, variable, and fixed annuities. The firm may use other securities as well to help diversify a portfolio when applicable. The firm utilizes long term and short term trading, options writing including covered options, or spreading strategies. In addition, they assist clients in long term deferred income strategies through use of variable annuities. Strategies also include hedging strategies through the use of hedge funds. Summit’s proprietary platform may provide tactical asset allocation services for clients in an investment program using a defensive and one or more aggressive mutual funds. | Directeur en chef des Investissements | 25/06/2018 |
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return. | Gestionnaire de Portefeuille-Actions | 31/01/2009 |
McHugh Associates, Inc.
 McHugh Associates, Inc. Investment ManagersFinance McHugh seeks domestic, high-quality growth companies with superior management, consistent and predictable earnings growth, reasonable prices and a strong global presence. Companies must also dominate their industry or market niche, show impressive returns on invested capital, demonstrate superior operating margins and have a strong balance sheet. Their buy and hold philosophy has produced an excellent long-term record without incurring the extra costs of frequent transactions and taxes. Less than 1% of the companies McHugh screens meet the firm's investment standards. They invest in companies with: (1) better than 12% earnings growth (2) at least 15% ROE (3) consistent earnings increases (4) mid-to-large market cap and (5) more cash flow than needed to reinvest in the business. Companies are analyzed using proprietary research. | Gestionnaire de Portefeuille-Actions | 01/09/2007 |
Fox Asset Management LLC
 Fox Asset Management LLC Investment ManagersFinance Fox Asset Management is a value-oriented investment manager. Their objectives are superior long-term total return and capital preservation. The firm's value-oriented equity strategy begins with a screening process that seeks to identify growing companies whose stocks sell at discounted p/e and price-to-cash flow multiples. Fox Asset Management prefers to invest in companies that maintain strong balance sheets and provide above-average dividend yields. The firm also looks for situations where intrinsic asset values are not widely recognized. They employ rigorous fundamental analysis that includes both quantitative and qualitative methods. The firm employs a bottom-up approach to identify undervalued stocks. Fox Asset Management looks for emerging and established trends that point to profit growth. They are not overly dependent on economic trends in their stock selection. The firm's portfolios are typically fully invested. However, if cash builds because of their sell discipline, transitional cash is held until values that meet the firm's criteria become available. | Membre du Comité d'Investissement | 30/07/2005 |
Valuation Research Corp.
 Valuation Research Corp. Miscellaneous Commercial ServicesCommercial Services Provides financial advisory services | Corporate Officer/Principal | - |
Formation de Robert William Lamberti
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Air Products & Chemicals, Inc.
 Air Products & Chemicals, Inc. Chemicals: SpecialtyProcess Industries Manufactures and supplies oxygen, nitrogen, argon, hydrogen, helium & carbon dioxide gases | Process Industries |
Rohm & Haas Co.
 Rohm & Haas Co. Chemicals: Major DiversifiedProcess Industries Manufactures specialty chemicals | Process Industries |
Fox Asset Management LLC
Fox Asset Management LLC Investment ManagersFinance Fox Asset Management is a value-oriented investment manager. Their objectives are superior long-term total return and capital preservation. The firm's value-oriented equity strategy begins with a screening process that seeks to identify growing companies whose stocks sell at discounted p/e and price-to-cash flow multiples. Fox Asset Management prefers to invest in companies that maintain strong balance sheets and provide above-average dividend yields. The firm also looks for situations where intrinsic asset values are not widely recognized. They employ rigorous fundamental analysis that includes both quantitative and qualitative methods. The firm employs a bottom-up approach to identify undervalued stocks. Fox Asset Management looks for emerging and established trends that point to profit growth. They are not overly dependent on economic trends in their stock selection. The firm's portfolios are typically fully invested. However, if cash builds because of their sell discipline, transitional cash is held until values that meet the firm's criteria become available. | Finance |
McHugh Associates, Inc.
McHugh Associates, Inc. Investment ManagersFinance McHugh seeks domestic, high-quality growth companies with superior management, consistent and predictable earnings growth, reasonable prices and a strong global presence. Companies must also dominate their industry or market niche, show impressive returns on invested capital, demonstrate superior operating margins and have a strong balance sheet. Their buy and hold philosophy has produced an excellent long-term record without incurring the extra costs of frequent transactions and taxes. Less than 1% of the companies McHugh screens meet the firm's investment standards. They invest in companies with: (1) better than 12% earnings growth (2) at least 15% ROE (3) consistent earnings increases (4) mid-to-large market cap and (5) more cash flow than needed to reinvest in the business. Companies are analyzed using proprietary research. | Finance |
Summit Equities, Inc.
Summit Equities, Inc. Investment ManagersFinance Summit Equities (SE) offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. They assist the client to position their investments in according to the agreed upon allocation, using investment vehicles such as managed mutual funds, variable annuities, variable life contracts, and portfolios of individual issues. SE's Summit Managed Portfolios, formerly the Summit Model Portfolios and/or the Summit Models Program, are custom designed portfolios constructed by SE's Investment Management Committee. The managed portfolios use mutual funds and ETFs to achieve various mixes of domestic equities, international equities, tax-free fixed income, real asset alternatives, and hedging strategies. One of the managed portfolios also utilizes listed Master Limited Partnerships (MLPs). Some of the managed portfolios are managed within Jefferson National Monument Advisor, a variable annuity. The firm's Strategic Asset Allocation Program (SAA) enables SE's IARs to custom design portfolios for clients, taking into account the client's objectives, risk tolerance, time horizon and liquidity needs, other investment assets, income and tax situation. Although most SAAs are primarily allocated among mutual funds and ETFs, they may also hold individual positions in stocks, bonds, traded and non-traded REITs, hedge funds (including funds-of-funds), unit investment trusts (UITs) and variable insurance and/or annuities or other securities. Summit Equities limits their investment advice and asset management to mutual funds, equities, fixed income, ETFs, hedge funds, REITs, insurance products including equity index, variable, and fixed annuities. The firm may use other securities as well to help diversify a portfolio when applicable. The firm utilizes long term and short term trading, options writing including covered options, or spreading strategies. In addition, they assist clients in long term deferred income strategies through use of variable annuities. Strategies also include hedging strategies through the use of hedge funds. Summit’s proprietary platform may provide tactical asset allocation services for clients in an investment program using a defensive and one or more aggressive mutual funds. | Finance |
Cutler Investment Counsel LLC
 Cutler Investment Counsel LLC Investment ManagersFinance Cutler uses time-tested strategies according to client’s risk tolerance focused on long-term growth. The firm utilizes a full spectrum of asset classes and different types of securities (for example stocks, mutual funds, exchange traded funds (ETFs), and bonds). | Finance |
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBKS’ investment philosophy is based on the belief that diversifying their clients’ portfolios across many asset classes over time and through market cycles offers the best opportunity to achieve long-term wealth objectives. The firm utilizes sophisticated optimization and allocation models to create portfolios that consistently deliver quality after-fee, after-tax return for a given level of risk – or conversely, achieve a reduced level of risk for a specified, anticipated rate of return. | Finance |
Valuation Research Corp.
Valuation Research Corp. Miscellaneous Commercial ServicesCommercial Services Provides financial advisory services | Commercial Services |
Temple University (Pennsylvania)
 Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
