Bob Lambert

Bob is a Partner based out of the New York and New Jersey offices. He has more than 40 years of experience counseling corporate executives and high-net-worth individuals and families in all the key personal financial planning disciplines with a special emphasis on retirement planning, investment portfolio construction and family wealth transfer strategies.

Bob began his career as a Senior Financial Advisor at Asset Management Group (AMG) where he provided independent objective financial advice to senior executives of leading U.S. companies. Bob later moved on to Ayco, a Goldman Sachs Company, where he spent over twenty-five years in financial counseling. Throughout his career at Ayco, Bob was a trusted advisor to Fortune 1000 corporate executives and high-net-worth families. In this role, he provided full-service financial planning including tax preparation, investment planning, estate planning, insurance analysis, employee benefit maximization and retirement financial security assessments.

Prior to Joining Cerity Partners, Bob was a Managing Director at Stirling Wealth Advisors (SWA) where he provided highly customized financial advice to a select group of high-net-worth individuals and families using a sophisticated open architecture investment platform.