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Profil
Jeffrey Scott Lombardi worked as a Managing Director at NextGen Capital LLC, a Principal at Lehman Brothers, Inc., a Senior Vice President-Client Services at Martin Currie, Inc. (United States), the Global Head of Private Bank at Citigroup Global Markets, Inc. (Broker), and a Principal at Deutsche Bank Securities, Inc. He also served as the Institutional Head of Fund of Funds at Itau USA Asset Management, Inc. from 2014 to 2017.
Lombardi received an undergraduate degree from Loyola University Maryland, Inc.
Anciens postes connus de Jeffrey Scott Lombardi
| Sociétés | Poste | Fin |
|---|---|---|
Itau USA Asset Management, Inc.
 Itau USA Asset Management, Inc. Investment ManagersFinance Itaú USA seeks long- or short-term capital appreciation, total return, or other objectives determined in consultation with a client. The firm generally trades actively, but at times may follow passive strategies, for all or part of a client’s portfolio. They may also engage in hedging and derivative strategies. Itaú USA overlays a top-down view on a bottom-up selection of managers, though the firm may not always engage in any conduct when making any particular investment decision or recommendation. | Gestionnaire de Portefeuille-Actions | 01/01/2017 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
NextGen Capital LLC
 NextGen Capital LLC Investment ManagersFinance NextGen Capital focuses on seed and early-stage investments in communications, information technology and Internet technology firms in the mid-Atlantic region of the US. The firm targets companies that produce revenues from products and services whose success is enhanced by additional capital | Corporate Officer/Principal | - |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Jeffrey Scott Lombardi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Martin Currie, Inc. (United States)
 Martin Currie, Inc. (United States) Investment ManagersFinance Martin Currie is an active equity specialist that aims to derive maximum value from their stock insights and deliver returns in a predictable and sustainable fashion. Their stock-focused approach is driven by in-depth fundamental research and bottom-up stock picking with skilled portfolio construction. Martin Currie invests for the long-term to capture equity growth, but only when high-quality opportunities are identified at sensible valuations. | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Itau USA Asset Management, Inc.
Itau USA Asset Management, Inc. Investment ManagersFinance Itaú USA seeks long- or short-term capital appreciation, total return, or other objectives determined in consultation with a client. The firm generally trades actively, but at times may follow passive strategies, for all or part of a client’s portfolio. They may also engage in hedging and derivative strategies. Itaú USA overlays a top-down view on a bottom-up selection of managers, though the firm may not always engage in any conduct when making any particular investment decision or recommendation. | Finance |
NextGen Capital LLC
NextGen Capital LLC Investment ManagersFinance NextGen Capital focuses on seed and early-stage investments in communications, information technology and Internet technology firms in the mid-Atlantic region of the US. The firm targets companies that produce revenues from products and services whose success is enhanced by additional capital | Finance |
Loyola University Maryland, Inc.
 Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
