![Jake Lambert](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jake Lambert
Analyst-Equity presso
Tortoise Investment Management LLC
Profilo
Mr. Jacob R.
Lambert is an Associate Director at Tortoise Investment Management LLC.
He is responsible for portfolio management, research, and client relations.
He received a B.S.
in Finance, summa cum laude, from the University of Connecticut.
Posizioni attive di Jake Lambert
| Società | Posizione | Inizio |
|---|---|---|
Tortoise Investment Management LLC
 Tortoise Investment Management LLC Investment ManagersFinance Tortoise emphasizes risk management, a conservative, long-term approach, and tax-efficiency. They believe it is more important to maximize the probability of having enough money rather than striving to have the most money. Through ongoing, open discussions with each client, the firm develops a strategic plan that coordinates their investments into an integrated whole taking into account the client’s specific financial circumstances and needs. | Analyst-Equity | 01/07/2019 |
Formazione di Jake Lambert
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
79
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tortoise Investment Management LLC
Tortoise Investment Management LLC Investment ManagersFinance Tortoise emphasizes risk management, a conservative, long-term approach, and tax-efficiency. They believe it is more important to maximize the probability of having enough money rather than striving to have the most money. Through ongoing, open discussions with each client, the firm develops a strategic plan that coordinates their investments into an integrated whole taking into account the client’s specific financial circumstances and needs. | Finance |
