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 Dress for Success, Women’s Foundation, and Literacy Volunteers of Rochester.
Constantly dreaming of, and planning her next family travel adventure, Emily and her husband hope to share their enthusiasm and love for travel with their kids in hopes that one day their wanderlust will rival their own.
