Our Team

Emily Lambert.

I’m from a small town so I love the friendly and tight knit vibe in Rochester without sacrificing ‘big city’ perks: fantastic restaurants, world class museums (for me & my kids, bonus!), great schools, festivals all summer long, and skiing and sledding all winter long have convinced my husband & I that this is where we want to raise our family and I couldn’t be more excited to see what Rochester has in store for our future.   

Emily Lambert, Vice President, Operations Manager

Emily is responsible for various aspects of 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 nine 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.