Jake Lambert

Analyst-Equity at

Tortoise Investment Management LLC

Consumer Services

Finance

Profile

Mr. Jacob R.
Lambert is an Associate Director at Tortoise Investment Management LLC.
He is responsible for portfolio management, research, and client relations.
He received a B.S.
in Finance, summa cum laude, from the University of Connecticut.

Jake Lambert active positions

Companies	Position	Start
Tortoise Investment Management LLC Tortoise Investment Management LLC Investment ManagersFinance Tortoise emphasizes risk management, a conservative, long-term approach, and tax-efficiency. They believe it is more important to maximize the probability of having enough money rather than striving to have the most money. Through ongoing, open discussions with each client, the firm develops a strategic plan that coordinates their investments into an integrated whole taking into account the client’s specific financial circumstances and needs.	Analyst-Equity	2019-06-30

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Linked companies

Private companies	2
University of Connecticut University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Tortoise Investment Management LLC Tortoise Investment Management LLC Investment ManagersFinance Tortoise emphasizes risk management, a conservative, long-term approach, and tax-efficiency. They believe it is more important to maximize the probability of having enough money rather than striving to have the most money. Through ongoing, open discussions with each client, the firm develops a strategic plan that coordinates their investments into an integrated whole taking into account the client’s specific financial circumstances and needs.	Finance

Private companies