Joe N. Lambert
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Perfil
Mr. Joe N.
Lambert is Chief Investment Officer at Lambert Private Equity LLC.
Mr. 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.
In 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 managed 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 one and half years from a start up operation.
Mr. Lambert holds a BA degree from Westmont College in Santa Barbara California and has done his graduate work at the University of Southern California.
While at USC he worked directly with the mayor of Los Angeles on energy and environmental issues and later in the Governor’s Office of Planning and Research in California as a budget and policy analyst on economic and business development.
He was recognized and cited for his work on energy conservation by the Mayor of Los Angeles.
Antiguos cargos conocidos de Joe N. Lambert.
| Empresas | Cargo | Fin |
|---|---|---|
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - |
Singular Research
 Singular Research Investment ManagersFinance Singular Research is an independent research firm headquartered in Calabasas, California. Founded in 2004, the firm provides research on micro and small-cap companies, particularly those that are emerging, undervalued, and undercovered. | Corporate Officer/Principal | - |
| Santa Barbara Securities, Inc. | Corporate Officer/Principal | - |
B. Riley Wealth Advisors, Inc.
 B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Corporate Officer/Principal | - |
| Avatar, Inc. | Corporate Officer/Principal | - |
Formación de Joe N. Lambert.
| University of Southern California | Graduate Degree |
| Westmont College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 8 |
|---|---|
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Finance |
| Santa Barbara Securities, Inc. | |
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Finance |
Laurel Capital Advisors LLP
 Laurel Capital Advisors LLP Investment ManagersFinance Located in Pittsburgh, Pennsylvania, Laurel Capital Advisors LLP is a subsidiary of Mellon Financial Corporation (NYSE: MEL) and of Mellon Bank, N.A. | Finance |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
Singular Research
Singular Research Investment ManagersFinance Singular Research is an independent research firm headquartered in Calabasas, California. Founded in 2004, the firm provides research on micro and small-cap companies, particularly those that are emerging, undervalued, and undercovered. | Finance |
| Avatar, Inc. | |
Lambert Private Equity LLC
 Lambert Private Equity LLC Investment ManagersFinance Lambert Private Equity LLC (Lambert Private Equity) is a private equity firm founded in 2009. The firm is headquartered in Solvang, California. | Finance |
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