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Investment Strategist

Christopher Lambert

Christopher decided to work in wealth management to make a tangible impact on clients’ lives and portfolios by developing deep relationships with them and understanding their unique challenges. A graduate of Clemson University, Christopher majored in finance and minored in accounting.

Whenever he isn’t at the office, Christopher plays in a men’s hockey league and follows New York and Clemson sports teams. His hobbies include saltwater fishing, skiing, and cooking. He enjoys traveling back to his home state of New Jersey to spend time with his family on Long Beach Island.

Credentials & Specializations:

  • Series 7, 63, & 65 licenses
  • Blending traditional portfolio management with advanced investment strategies
  • Private market and alternative investment analysis
  • Internal and external communication of economic trends and investment philosophy
  • Supports Cadent’s Business Owner Strategy Summit - a curated invitation-only initiative connecting founders near a liquidity event with substantive, peer content and conversation.
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Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website users and/or members.

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC, marketed as Cadent Capital, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cadent Capital, LLC is seperately owned and operated and not indepedently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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