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Robert William Lamberti
Geen lopende functies
Loopbaan van Robert William Lamberti
Eerdere bekende functies van Robert William Lamberti
Bedrijven | Functie | Begin | Einde |
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Summit Equities, Inc.
![]() Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Chief Investment Officer | - | 25-06-2018 |
Portefeuillebeheerder-Aandelen | - | 25-06-2018 | |
HBK Sorce Advisory LLC
![]() HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Portefeuillebeheerder-Aandelen | - | 31-01-2009 |
McHugh Associates, Inc.
![]() McHugh Associates, Inc. Investment ManagersFinance Founded in 1986, McHugh Associates, Inc. is a privately owned investment advisory firm located in Radnor, Pennsylvania. | Portefeuillebeheerder-Aandelen | 01-08-2005 | 01-09-2007 |
Fox Asset Management LLC
![]() Fox Asset Management LLC Investment ManagersFinance Founded in 1985, Fox Asset Management LLC is a registered investment advisor located in Shrewsbury, New Jersey. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Lid van de Investeringscommissie | - | 30-07-2005 |
Valuation Research Corp.
![]() Valuation Research Corp. Miscellaneous Commercial ServicesCommercial Services Valuation Research Corp. provides financial advisory services. The firm’s services include alternative assets, fairness & solvency opinions, financial reporting, tax, compliance and planning. The company was founded in 1975 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | - | - |
Rohm & Haas Co.
![]() Rohm & Haas Co. Chemicals: Major DiversifiedProcess Industries Rohm & Haas Co. develops and manufactures specialty chemicals, paints, adhesives, and materials. The company was founded by Otto Röhm and Otto Haas on September 1, 1909 and is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - | - |
AIR PRODUCTS & CHEMICALS, INC. | Corporate Officer/Principal | - | - |
Cutler Investment Counsel LLC
![]() Cutler Investment Counsel LLC Investment ManagersFinance Cutler Investment Counsel LLC (Cutler) is an independent, SEC-registered investment advisor headquartered in Jacksonville, Oregon. Founded in 2003, Cutler provides investment management services to individuals (which includes high-net-worth individuals), corporate pension and profit-sharing plans (including 401k plans), corporations, charitable institutions, foundations, endowments, registered affiliated mutual funds, trusts, and government entities. | Chief Investment Officer | - | - |
Opleiding van Robert William Lamberti
Purdue University | Undergraduate Degree |
Temple University (Pennsylvania) | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 11 |
Operationeel
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 3 |
Chief Investment Officer | 2 |
Sectoraal
Finance | 6 |
Process Industries | 3 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
---|---|
AIR PRODUCTS & CHEMICALS, INC. | Process Industries |
Bedrijven in privébezit | 7 |
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Fox Asset Management LLC
![]() Fox Asset Management LLC Investment ManagersFinance Founded in 1985, Fox Asset Management LLC is a registered investment advisor located in Shrewsbury, New Jersey. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Finance |
Cutler Investment Counsel LLC
![]() Cutler Investment Counsel LLC Investment ManagersFinance Cutler Investment Counsel LLC (Cutler) is an independent, SEC-registered investment advisor headquartered in Jacksonville, Oregon. Founded in 2003, Cutler provides investment management services to individuals (which includes high-net-worth individuals), corporate pension and profit-sharing plans (including 401k plans), corporations, charitable institutions, foundations, endowments, registered affiliated mutual funds, trusts, and government entities. | Finance |
Rohm & Haas Co.
![]() Rohm & Haas Co. Chemicals: Major DiversifiedProcess Industries Rohm & Haas Co. develops and manufactures specialty chemicals, paints, adhesives, and materials. The company was founded by Otto Röhm and Otto Haas on September 1, 1909 and is headquartered in Philadelphia, PA. | Process Industries |
McHugh Associates, Inc.
![]() McHugh Associates, Inc. Investment ManagersFinance Founded in 1986, McHugh Associates, Inc. is a privately owned investment advisory firm located in Radnor, Pennsylvania. | Finance |
Valuation Research Corp.
![]() Valuation Research Corp. Miscellaneous Commercial ServicesCommercial Services Valuation Research Corp. provides financial advisory services. The firm’s services include alternative assets, fairness & solvency opinions, financial reporting, tax, compliance and planning. The company was founded in 1975 and is headquartered in Milwaukee, WI. | Commercial Services |
HBK Sorce Advisory LLC
![]() HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
Summit Equities, Inc.
![]() Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Finance |