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Frank P. Lombardi
Gestore di Portafoglio-Azioni presso Cubic Asset Management LLC
Posizioni attive di Frank P. Lombardi
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/05/2008 | - |
Storia della carriera di Frank P. Lombardi
Precedenti posizioni note di Frank P. Lombardi
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - | - |
Formazione di Frank P. Lombardi
Bates College | Undergraduate Degree |
Northeastern University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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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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