Frank P. Lombardi
Gestionnaire de Portefeuille-Actions chez Cubic Asset Management LLC
Postes actifs de Frank P. Lombardi
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Cubic Asset Management LLC
 Cubic Asset Management LLC Investment ManagersFinance Cubic Asset Management LLC is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. It was founded by James “Jim” Kaplan in 2007. The firm offers discretionary and non-discretionary separate account management to endowments, foundations, retirement plans and high net-worth individuals. They also participate in a single wrap fee program for which they manage a single account as sub-advisor. | Gestionnaire de Portefeuille-Actions | 01/05/2008 | - |
Historique de carrière de Frank P. Lombardi
Anciens postes connus de Frank P. Lombardi
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
J. L. Kaplan Associates LLC
 J. L. Kaplan Associates LLC Investment ManagersFinance Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB | Analyst-Equity | - | 31/03/2008 |
The Topol Group, Inc.
 The Topol Group, Inc. Investment ManagersFinance Founded in 1991 by Sid Topol, the Topol Group, Inc. is a venture capital firm located in Boston. | Corporate Officer/Principal | - | - |
Formation de Frank P. Lombardi
| Bates College | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 6 |
Opérationnelle
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sectorielle
| Finance | 4 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
J. L. Kaplan Associates LLC
J. L. Kaplan Associates LLC Investment ManagersFinance Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB | Finance |
Cubic Asset Management LLC
Cubic Asset Management LLC Investment ManagersFinance Cubic Asset Management LLC is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. It was founded by James “Jim” Kaplan in 2007. The firm offers discretionary and non-discretionary separate account management to endowments, foundations, retirement plans and high net-worth individuals. They also participate in a single wrap fee program for which they manage a single account as sub-advisor. | Finance |
The Topol Group, Inc.
The Topol Group, Inc. Investment ManagersFinance Founded in 1991 by Sid Topol, the Topol Group, Inc. is a venture capital firm located in Boston. | Finance |
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