Francis Lombardi
Plus aucun poste en cours
Profil
Mr. Francis Lombardi, II, is a Senior Associate at LVW Advisors LLC.
In this role, he works closely with the LVW team in providing investment management advisory services to new and existing LVW clients, with a particular current focus on high net worth individuals and family offices.
Prior to working with LVW Advisors, Mr. Lombardi was a successful business owner and consultant.
He was the founder of a start-up environmental products company FRALO Plastech, that, in just three years, grew into a nationally recognized, market leading brand whose products set a new standard in the building industry.
Additional experiences include corporate leadership, management, and consulting to both private and publicly traded entities.
Functional experiences include corporate finance, strategic technology acquisition/licensing, international business development, operations management, and business plan execution.
Mr. Lombardi launched his career in financial services at Prudential-Bache Securities.
Initially trained in fixed income as a liaison on the Corporate, Government, and Agency backed bond trading, he broadened his exposure in Mortgage & Asset backed securities.
He has numerous educational credits from the New York Institute of Finance and has formerly been Financial Industry Regulatory Authority Series 7 & 63 licensed.
Mr. Lombardi earned a Bachelor of Arts degree from Syracuse University in Syracuse, New York and is a graduate of Phillips Academy Andover.
Anciens postes connus de Francis Lombardi
Sociétés | Poste | Fin |
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LVW Advisors LLC
LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Analyst-Equity | 01/02/2012 |
Prudential Bache Securities, Inc. | Corporate Officer/Principal | - |
Formation de Francis Lombardi
Syracuse University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 2 |
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LVW Advisors LLC
LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Finance |
Prudential Bache Securities, Inc. | Finance |