In his new role, Lambert will be responsible for recruiting new advisors, retention and risk management.
Lambert has 22 years of experience. Previously, he has worked for Waddell & Reed in Owings Mills, MD as the managing principal for Maryland having joined in 2008.
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Prior to that, Lambert has served for UBS Financial Services as a branch manager, director in Vienna, VA joining in 2003.
In 2000, Lambert was promoted to assistant branch manager, vice president of investments for a Smith Barney office in New York. he has began his career as a financial advisor with Smith Barney in New York.
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