Profile
Robert William Lamberti worked as a Director of Asset Management at HBK Sorce Advisory LLC, Senior Financial Analyst at Air Products & Chemicals, Inc., Economic Analyst at Rohm & Haas Co., Senior Vice President at Fox Asset Management LLC, Senior Vice President at McHugh Associates, Inc., Co-Chief Investment Officer & Vice President at Summit Equities, Inc., Chief Investment Officer at Cutler Investment Counsel LLC, and Senior Analyst at Valuation Research Corp.
Lamberti holds an MBA from Temple University and an undergraduate degree from Purdue University.
Former positions of Robert William Lamberti
| Companies | Position | End |
|---|---|---|
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 |
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. | Portfolio Manager-Equities | 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. | Portfolio Manager-Equities | 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). | Investment Committee Member | 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 | - |
Training of Robert William Lamberti
| Purdue University | Undergraduate Degree |
| Temple University (Pennsylvania) | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| AIR PRODUCTS & CHEMICALS, INC. | Process Industries |
| Private companies | 7 |
|---|---|
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 |
- Stock Market
- Insiders
- Robert William Lamberti
