Bob Lamberty

Vice President, Growth & Development

Every Day I talk with advisors, searching for new and better solutions through technology or process enhancements.  I also work directly with Mutual’s Outsourcing and Investment Management teams, focusing on expanding capabilities and elevating service levels.    

I Power Success through authentic relationships. Trust is built on authenticity, and I strive to bring that to every interaction.    

Outside Mutual I’m spending time with my wife and two boys, coaching youth sports, and telling dad jokes. I’ve also never turned down an open mic at karaoke night, with Barry Manilow and Neil Diamond as two of my go-to artists.

Bob Lamberty

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