David Lamb has a strong background in investment banking, specifically in the technology sector. David is currently serving as the Director of Technology Investment Banking at Carlsquare since 2023. Prior to this, they held the position of Vice President at Citi from 2020 to 2023 and at Stifel Financial Corp. from 2016 to 2018. David also served as a Senior Associate at Woodside Capital Partners, LLC from 2010 to 2014 and as an Analyst at Rutberg & Company, LLC from 2006 to 2009. With over 15 years of experience in the industry, David brings a wealth of knowledge and expertise to their role.
David Lamb holds a bachelor's degree in Economics from Hobart and William Smith Colleges and a High School Diploma from Kent School. David also has additional certifications including Series 63, Series 7, and Series 79 from the Financial Industry Regulatory Authority (FINRA).
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