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Perfil
Ms. Pam R.
Lamb, CPA, is Senior Managing Advisor at BKD Wealth Advisors LLC.
Prior to joining BKD Wealth Advisors, Ms. Lamb was a vice president and senior trust officer with a regional bank where she managed personal trusts, estates, guardianships and investment management accounts for individuals, corporations, endowments and foundations.
She has several years of experience in the financial industry including trust and estate administration, as well as providing financial and estate planning and investment management for high net-worth individuals, trusts and corporations.
Ms. Lamb graduated in 2004 from the University of Arkansas at Little Rock with a BS degree in accounting and is an honor graduate of the Cannon Financial Institute Personal Trust School, Boston University.
She is a Certified Financial Planner professional and Certified Trust and Financial Advisor.
She is a member of the Arkansas Society of Certified Public Accountants and the Central Arkansas Trust and Estate Council.
Antiguos cargos conocidos de Pam R. Lamb.
| Empresas | Cargo | Fin |
|---|---|---|
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Gestor de Cartera-Acciones | - |
Formación de Pam R. Lamb.
Experiencias
Funciones ocupadas
Activas
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Empresas cotizadas
Empresas privadas
Relaciones
24
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Finance |
The University of Arkansas
 The University of Arkansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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