David Lambert

David Lambert is a Senior Managing Director and Wealth Advisor wit J.P. Morgan Private Wealth Advisors LLC. Prior to joining J.P. Morgan in 2023, Mr. Lambert served as a Wealth Manager with First Republic since 2010. Prior to that, he was a Vice President of Private Banking and Business Development with TD Wealth, based in Boston. He has over 25 years of experience in the Investment Industry, which includes positions at Alliance Capital Regional Director of Distribution, Comerica Bank as Regional Director of Trustee Alliance Program, and Santander Wealth Management Group as a Private Wealth Advisor. Mr. Lambert's investment experience also includes a role in the Private Equity field as Director of US Distribution for BDC Financial Group, a Boston based Private Equity Firm, which customized Private Equity and Hedge Fund of Funds for Accredited, Institutional and Qualified Purchasers.

Active in his local community, Mr. Lambert is a member of the Estate Planning Council of Worcester.

Mr. Lambert earned his Bachelor of Science degree in Economics and Political Science from Fitchburg State College, Fitchburg, Massachusetts. In 2016, Mr. Lambert completed the executive educational program at University of Pennsylvania - The Wharton School in Philadelphia, Pennsylvania.