Mr. Joseph Lambert
Joe Lambert started as a broker with E.F. Hutton & Co. in 1979 where he was recognized as a top level producer while managing and training brokers. Over his career he has worked for several major Wall Street money management firms that had in excess of $10 billion of assets under management. At those firms he served on the investment committee providing analysis and research, managed portfolio’s, and oversaw marketing efforts. Those firms included Winrich Capital Management, Mellon Bank’s subsidiary Laurel Capital Advisors, Marty Zieg’s Avatar and Associates, Investco’s National Asset Management, Singular Research and Santa Barbara Securities. At Mellon Bank he was successful at raising $400 million in 18 months from a start up operation.
Joe has served in positions as Chairman of the Board, President, Treasurer, and on the investment committee to non-profit organizations including the SG Foundation and Operation Outreach. He has traveled globally to provide due diligence to these organizations to ensure that the funds being granted were utilized for their intended purposes. A sought-after public speaker, Joe has conducted several hundred seminars related to investments for Foundations and Endowments, High Net Worth individuals, and Public Employee Retirement Systems both domestically and internationally.