Tim Lambert

Tim Lambert, CFA has a diverse work experience in the finance industry. Tim started their career as a Trading Desk Associate at Gordon & Co in July 2011. In March 2012, they joined Interactive Data as a Data Analyst/Pricing Specialist. After working there for nine months, they moved to The Colony Group in December 2012, where they worked as a Portfolio Administrator until May 2014. Currently, they are employed at Loomis, Sayles & Company, where they started as a Research Associate in May 2014 and later advanced to the position of Research Analyst in August 2017.

Tim Lambert, CFA obtained a Master of Business Administration (MBA) degree from Boston College Carroll School of Management from 2016 to 2019. Prior to that, they earned a Bachelor of Science (B.S.) degree in Corporate Finance and Accounting from Bentley University, graduating in 2011. In addition to their educational background, Tim Lambert also holds multiple certifications. These include a Certificate in ESG Investing from the CFA Institute, which they obtained in June 2022. Tim is also a Chartered Financial Analyst (CFA) charterholder, receiving this designation in August 2015. Additionally, they have certifications related to equity trading and general securities representation, including an Equity Trader License (Series 55) and a General Securities Representative license (Series 7 and 63), both obtained from FINRA. The specific dates for the securities certifications were not provided.