Robert Lamb

Robert Lamb, CFA, currently serves as Director of In Plan Advice at John Hancock Financial Services since September 2012, overseeing financial expert oversight, sales, client service, marketing development, operational management, and product enhancement for the In Plan Advice product, which manages approximately $800 million in assets. Prior experience includes Director of Investments at New York Life from October 2007 to August 2012, where responsibilities encompassed client service, investment product development, and investment platform management. Additionally, Robert held the position of Vice President of Investment Services at New York Life Insurance Company from October 2004 to July 2007, providing investment consulting services and implementing liability-driven investing strategies for defined benefit clients. Robert began a career at State Street Bank & Trust Co. as an Associate from 1993 to 2000. Robert holds a Bachelor’s Degree in Business, Management, and Marketing from Bridgewater State University, earned between 1988 and 1992.