Christopher M Lambert

Senior Vice President, Private Client Advisor

Professional Profile

Chris Lambert is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management in Fairfield County Connecticut. Chris has been with Bank of America since October of 2012, and has over 15 years of investment, credit and banking experience.  Chris works closely with individuals, families, investment committees and boards to put clients – rather than the markets – at the center of the investment process, helping to frame conversations and structure investment strategies around the quantitative and qualitative aspects of each clients’ intentions.

Prior to joining U.S. Trust, he was a member of the Goals Based Consulting and Behavioral Finance Group at Merrill Lynch.  There he led the adoption of behavioral finance and goals-based wealth management initiatives for Merrill Lynch in New England.

Chris has lectured extensively at academic institutions and financial industry events on the behavioral implications of significant family wealth, specifically the impact to family dynamics after inheritances and liquidity events.



Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Maudie M Long

Portfolio Manager

203.352.4407

Christina A Kelley

Private Client Manager

203.352.4413

Jeffrey J. Danile

Senior Trust Officer

203.352.4442

Key Contacts

Lauren A Morales

203.352.4429

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.