Real wealth is measured in terms of 'time' and 'choice' rather than 'dollars' and 'cents.'
DAVID N. LAMBERT
Founding Partner & Wealth Advisor
A captain of the complex financial Markets with decades of experience navigating the challenging waters of corporate benefits. This is how the COLLINS LAMBERT team describes Mr. Lambert. He credits much of his success to putting the needs of others before himself.
His selflessness is only outpaced by his work ethic. Mr. Lambert helped found Artisan Wealth Management in 2008, which has now evolved into COLLINS LAMBERT in 2019.
Mr. Lambert has dedicated himself to becoming a trusted resource for clients. He has distinguished himself through the diligent acquisition of his Series 7, Series 8, Series 63, Series 66, and Series 24 securities registrations held through LPL Financial. He also has his Life, Accident and Health Insurance Licenses.
Mr. Lambert earned his Masters in Accounting from New York University's Leonard Stern School of Business (MS) and is a graduate of Colgate University majoring in Geology (BA). With decades of intense experience within the financial services industry, Mr. Lambert offers clients a wealth of knowledge and dedicates himself to developing the most appropriate strategies to help work toward solutions to the challenges wealth creates. Mr. Lambert invested fifteen years on Wall Street as an institutional trader and fixed income specialist focusing on risk management and portfolio design. He brings that institutional experience and wisdom, gained on Wall Street, back to Main Street in order to benefit the lives of the clients of COLLINS LAMBERT.
An avid golfer, when not meeting with clients or at an industry conference, Mr. Lambert can be found out on the links, all around the US and even abroad when his schedule permits. With a strong commitment to community, he volunteers his knowledge and a great deal of his free time to numerous causes. He is a former Trustee of the Hunterdon Medical Center Foundation, where he also served as Chair of the annual Golf Classic. He has been a long time member of Saucon Valley Country Club where he formerly served as chair of the Saucon Sanctuary Committee as well as serving on the Golf and Green Committee. Mr. Lambert is a long time supporter of Colgate University and, with his wife, Aleta, is member of Bethlehem Presbyterian Church in Pittstown, New Jersey where he serves as an Elder. Mr. Lambert and his wife have two daughters, Jennifer and Amanda, who are both now at varying stages of their respective pursuit of higher education.