Primary Job Title Managing Director & Chief Investment Officer Primary Organization 
Lambert Private Equity
Location Santa Barbara, California, United States Regions West Coast, Western US Gender Male
Mr. Lambert is the principal and portfolio manager for Lambert Capital Management (LCM). Joe leads the firm which provides innovative, equity investment advisory services. LCM focuses on Asset Allocation and original security research as the foundation for superior risk adjusted portfolio returns. They provide portfolio management that are
tailored, client-specific services to a variety of clients including corporations, private individuals, foundations and endowments. His first registration was originally with the SEC in 1988 and is a Registered Investment Advisor with the California State Department of Corporations. Over his 30 years in the investment field Mr. Lambert has refined the investment process as a portfolio manager at Lambert Capital Management.
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 Mr. Lambert ‘s 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.
