Michelle M. Lamb joined the Aurora Financial Group team in 2017, following her interest in helping others create sustainable, well-considered financial realities that will enable them to pursue their important life goals.
Michelle has worked in corporate governance risk analysis and equity investment analysis for her entire career. Financial security and environmental sustainability are her main passions, and she enjoys roles that allow her to help others interested in these same goals.
She passed Level I of the rigorous Chartered Financial Analyst (CFA) exam in 2015, and the Series 65 exam to become a registered investment advisor representative in 2018. She is also currently pursuing the Certified Financial Planner (CFP) certificate.
Her previous work experience was in portfolio management and equity analysis at Atlantic Trust, and corporate governance research, data analysis, and personnel management at GMI Ratings (now part of MSCI), where she worked closely with and authored annual reports for the country’s largest pension fund.
She also has experience in rental property management, senior downsizing and property sales.
In her hometown community of Falmouth, Michelle enjoys serving in various volunteer and charitable roles to support civic, educational, and environmental efforts to improve quality of life at the grassroots level. Such efforts include chairing the local municipal sustainable energy committee, building a memorial outdoor classroom, volunteering in the schools, participating in bike/pedestrian taskforce, supporting the library, leading a Cub Scout den, among others.
She currently serves on the board and finance committee of the Maine Women’s Policy Center, and volunteers with the Portland chapter of the Citizens’ Climate Lobby, having participated in their national conference in Washington, D.C. She is passionate about sustainable commuting and volunteers with the Bicycle Coalition of Maine. She has raised funds for Citizens’ Climate Education and the American Lung Association via the multi-day rides Climate Ride Northeast and Trek Across Maine.
While her young family means the world to her, she is also fueled by the duty to help others on a larger scale and enjoys this holistic work at Aurora, where clients’ full selves and needs are considered and changes get made that improve the quality of their lives, and often those of their families and communities, well into the future.