About
Ryan Lambert is an Equity Analyst at Stephens Investment Management Group (SIMG) in Houston, TX, where he focuses on conducting thorough investment research and analysis for small- and mid-cap growth equities. In this role, he identifies transformative catalysts and durable growth opportunities as part of a collaborative, team-based strategy designed to capture value in underappreciated companies. His work supports SIMG’s high-conviction portfolios aimed at compounding capital through market cycles, with a clear emphasis on small- and mid-cap growth stocks.
Prior to joining SIMG, Ryan served as Vice President and Associate at J.P. Morgan, where he developed extensive experience in equity research, financial analysis, and portfolio management. His professional background enables a strong analytical perspective, supporting SIMG's disciplined process for identifying investment opportunities primarily within growth-oriented sectors.
Ryan holds both a Master of Business Administration (MBA) in Accounting and Finance (STEM) and a Bachelor of Science in Finance from the Kelley School of Business at Indiana University. His educational foundation, coupled with his industry experience, provides deep expertise in equity valuation and growth investing, with a particular focus on the small- and mid-cap segments of the U.S. equity market.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stephens Investment Management Group | Equity Analyst | Sep 2024 to Present | Buy Side - Generalist |
| J.P. Morgan | Vice President | Feb 2024 to Sep 2024 | Sell-Side Equity Research - Gaming & Lodging |
| J.P. Morgan | Associate | Jun 2021 to Feb 2024 | Sell-Side Equity Research - Gaming & Lodging |
| Indiana University - Kelley School of Business | MBA Candidate (STEM) - Finance; Strategic Analysis of Accounting | Sep 2019 to May 2021 | • 1st Place, Reese Fund Stock Pitch (Todd Richter Award Winner)
• 1st Place Team, Value Fund Stock Pitch
• Kelley Momentum Award (MBA Faculty and Staff Selected)
• Faculty-selected member, Capital Mar... |
| J.P. Morgan | Summer Associate - Equity Research | Jul 2020 to Aug 2020 | — |
| US Army | Assistant Operations Officer - Captain | Jul 2018 to Sep 2019 | — |
| US Army | Fire Support Officer - First Lieutenant | Jan 2016 to Jun 2017 | — |
| U.S. Army | Basic Officer Leader Course - Second Lieutenant | Jun 2015 to Dec 2015 | — |
| Indiana University Army ROTC | Cadet | Aug 2011 to May 2015 | • 4 Year National Army ROTC and IU Army ROTC Merit Scholarship Recipient |
| US Army | Platoon Leader - First Lieutenant | Jun 2017 to Jul 2018 | — |
Education
Indiana University - Kelley School of Business
Master of Business Administration - MBA, Accounting and Finance (STEM)
2019 — 2021
Indiana University - Kelley School of Business
Bachelor of Science in Finance, Finance, General
2011 — 2015
Others at Stephens Investment Management Group LLC (6)
| Name | Role | Location |
|---|---|---|
J John Keller | Portfolio Manager | Houston, TX , United States |
| Chief Investment Officer | Houston, TX , United States | |
| Senior Portfolio Manager | Houston, TX , United States | |
J John Thornton | Portfolio Manager | Houston, TX , United States |
J Justyn Gaddis | Senior Equity Analyst | Houston, TX , United States |
| Senior Portfolio Manager | Houston, TX , United States |