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. Rob is also a Chartered Financial Analyst (CFA®), one of the highest distinctions in the investment management profession.

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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