Emily Lambert, IACCP®
Vice President, Operations
and chief compliance officer
Emily is responsible for various aspects of compliance, accounting and information technology for the firm; as well as maintaining core operational data for all client portfolios. She graduated magna cum laude from St. Bonaventure University with a degree in finance and economics and has over fifteen years of experience in the financial services industry. Emily enjoys volunteering at various not-for-profit organizations in the community including Rochester Women’s Giving Circle, Dress for Success, Women’s Foundation, and Literacy Volunteers of Rochester.