Connect with Robert:

Robert Lambert is Strategic Wealth Partners’ triple threat in investments. Along with being a portfolio manager and trader for SWP’s multi-asset strategies, Rob is also an equity analyst on individual stock strategies, covering a range of sectors and companies.

Rob works alongside SWP’s CIO developing the strategy, management, and implementation of the firm’s multi-asset portfolios. As an Investment Strategist and a member of SWP’s investment committee, Rob uses his keen mind for numbers to dive into macroeconomic research and market and security analysis, and to design customized investment strategies for high-net worth clients.

Rob earned his BA in business economics and finance from Ohio University and joined SWP upon graduation. He is a Level 3 CFA® candidate.

When he’s not at work, Rob can be found cheering on the Cleveland sports teams at his home in Lakewood. He also enjoys golfing, skiing, and scuba diving.

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