Robert W. Lamberti, CFA

Years Experience:
  • 20

Principal, Vice President and Co-Chief Investment Officer

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3425





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


  • 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