Vice President

Years Experience: 17

Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line: 973-285-3425
rlamberti@sfr1.com

Robert W. Lamberti, CFA

Education:
• Purdue University, BS - Chemical Engineering
• Temple University, MBA - Finance
• CFA Institute, CFA Charter

Specialization:
• Investment Analysis and Portfolio Design
• Economic Analysis
• Separate Account Management
• Security Analysis and Manager Due Diligence

Business Experience:
• Director of Asset Management, HBK Sorce Financial LLC
• Sr. VP, Portfolio Manager and Member of the Investment
  Committee, McHugh Associates, Inc.
• Principal and Investment Committee Member, Fox Asset
  Management - a Subsidiary of Eaton Vance
• Portfolio Manager of the Cutler Value and Cutler Core Mutual Funds
• Equity Manager of One of the Top Ten Funds Nationally Ranked by Lipper