Robert A. Lamb - President (Partner):
bob@lamontfin.com
BACKGROUND :
Founded in 1987 by Mr. Robert Lamb, Lamont Financial Services Corporation has consistently continued its reputation as one of the nations top ten financial advisors (Source: Thomson Financial Securities Data). Bob's expertise lies in developing new financial products for clients by reconciling a variety of competing program, financial, and administrative policy goals. He is the advisor for most of the Firm's east-coast operations, and who along with the Executive Vice President Susan Weil and Senior Vice President Tom Dunphy directs the daily activities and supervises work efforts under its various contracts.
Since 1983, Bob has been involved in tax backed and revenue bond financings totaling over $60 billion-largely for infrastructure projects, governmental operations, state revolving funds, and economic development projects. He has also structured and priced over $6 billion in interest rate swaps. In addition, Bob has assisted states, state agencies, municipalities, and Native American Indian tribes in orchestrating taxable and tax exempt public and private offerings within a wide spectrum of ratings, credits, structures, and applications.
Mr. Lamb has substantial governmental and advisory experience with budget and finance officials at the state level. He has created analytical models that measure the multi-year impact of key policy/program decisions. With his financial expertise, he has represented state policy makers in discussions with respect to state and federal legislative initiatives-negotiating provisions that will be beneficial to his clients. State executive branch clients have included: Office of Policy and Management ( Connecticut ), Administration and Finance ( Massachusetts ), Office of the State Treasurer ( Connecticut , Massachusetts ), New York State Department of Environmental Conservation (“NYSDEC”), Wisconsin Department of Environmental Quality, and the U.S. Department of Justice.
Sector areas have included state revolving funds, regional water and sewer authorities, transportation, economic development, general government, municipal affordability for water and sewer fees, and new credits in the market place.
Mr. Lamb was among the first investment bankers to become interested in the area of State Revolving Funds (“SRF”), and has been directly involved in the issuance of over $9 Billion of revenue bonds for SRF programs within the United States. He as assisted in the development of revenue bond programs in the states of Colorado, Connecticut, Illinois, Massachusetts, Missouri, New York, and Wisconsin.
Prior to founding Lamont, Mr. Lamb was a Principal of the firm of L.F. Rothschild & Company, responsible for all infrastructure financings. In that role, he served as senior banker and senior managing underwriter on approximately $1.5 billion in tax-exempt financings, most of which were for wastewater treatment and transportation projects. In addition, he served as the senior banker on over $3 billion in financings in which Rothschild served as co-manager.
Mr. Lamb worked for the New York State government, beginning his role within the Department of Transportation. In the early 1980's, he continued his work with the State within the Executive Chamber as the Transportation Program Associate. In this position, he worked with the senior staff of the Port Authority to negotiate the bi-state compromise agreement that created: (1) $300 million economic development fund, (2) raised tolls at the bridges and tunnels, (3) raised PATH fees, (4) made various investments at the airports, and (5) had the state of New York vacate its space at the World Trade Center so that it would be re-rented at market rates.
EDUCATION:
Bob Lamb holds a bachelor's and master's degree from the University at Albany in New York.