Lauris S. Lambergs

Partner, Business Development, Raylor Asset Management Group

Mr. Lambergs is responsible for the business development of Raylor Asset Management Group. Raylor’s client engagement approach provides partner firms best practices in business development, client service and business management learned over years of strategically working with a variety of RIAs, family offices and private wealth advisors.  Previously, he was Director at StrategicPoint Investment Advisors, one of New England’s leading wealth managers, where he was responsible for business development. While there, Lauris affected center of influence and direct client outreach strategies to win family clients with greater wealth resulting in significant new asset growth after the market crash of 2008-2009.   Additionally, he served clients ranging from institutions to independents as Vice President, Global Business Development at AllianceBernstein, and Vice President, Sales Director at Columbia Management. He started his career as a Consultant with Deloitte and PricewaterhouseCoopers.  He holds the Certified Investment Management Analyst (CIMA®) designation as well as the FINRA Series 3 and 65 licenses. Lauris earned his B.A. in French & Political Science from Duke University and his M.B.A. from the Riga Business School in Riga, Latvia. Lauris speaks five languages to varying degrees of fluency.


 

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