Dave Lambert

Dave Lambert is a Concierge Service Specialist at Quotient Wealth Partners, LLC in Fort Worth, TX, where he bridges the relationship between potential clients and financial advisors to support the firm's business development and client engagement efforts. In his role, he is responsible for fostering strong connections, ensuring high service standards, and assisting in the onboarding process for new clients.

While his responsibilities focus on client service and relationship management, rather than direct investment management, he plays a key support role for advisors whose practice spans a broad array of investment sectors and asset classes. These typically include private wealth management, retirement planning, and diversified portfolio construction, as is standard at full-service investment advisory firms, though specific sector or asset class specializations for Mr. Lambert himself are not indicated in public sources.

Dave Lambert holds an Associate of Arts and Sciences from Tarrant County College and a high school diploma from Birdville ISD. With two years in the wealth management industry, he is developing expertise in client services and operational support for investment professionals. His contributions to the firm center on generating new business and enhancing client experience in a regulated, professional investment environment.