Grace Lamb

Grace is a Director who joined Clearbrook as a Research Analyst. She dedicates her time to manager research, performance analysis, and client reporting. Before becoming a full-time analyst, she worked as an intern in Corporate Advisory, assisting with RFP work and supporting other firm initiatives to grow and maintain profitability.

Grace is the analyst for a portfolio of traditional client accounts, providing monthly and quarterly reports, manager search analyses, Monte Carlo simulations, and asset allocation evaluations. She participates in updating the monthly fact sheets and performs and prepares competitive analysis for internal investment proposals for Outsourced CIO clients. Grace contributes to Clearbrook’s efforts in helping clients match their mission with their Environmental Social and Governance (ESG) initiatives.

Grace graduated cum laude from Loyola University Maryland with a BBA in Finance and a minor in Information Systems.