![Tom Lombardo](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Tom Lombardo
Corporate Officer/Principal presso Robert W. Baird & Co., Inc. (Private Banking)
Posizioni attive di Tom Lombardo
Società | Posizione | Inizio | Fine |
---|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
![]() Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Corporate Officer/Principal | 01/11/2014 | - |
Storia della carriera di Tom Lombardo
Precedenti posizioni note di Tom Lombardo
Società | Posizione | Inizio | Fine |
---|---|---|---|
McAdams Wright Ragen, Inc.
![]() McAdams Wright Ragen, Inc. Investment Banks/BrokersFinance Founded in 1999, McAdams Wright Ragen, Inc. (MWR) is a an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. MWR is comprised of a retail brokerage, an investment advisor, an institutional sales department, a research staff, a bond department and an agency stock trading desk. They offer am array of products and services for retail and institutional investors. Their research is based on the fundamentals. In assessing the merits of potential investments, their analysts provide analyses of management, earnings, growth potential, assets and other fundamental factors that influence the price of a security. MWR focuses on a broad spectrum of industries, geographies and investment styles. | Corporate Officer/Principal | 01/09/2004 | 01/11/2014 |
McAdams Wright Ragen, Inc. (Investment Management)
![]() McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Gestore di Portafoglio-Azioni | 01/09/2004 | 01/11/2014 |
Wells Fargo Investments LLC
![]() Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Corporate Officer/Principal | 31/10/2004 | 31/10/2004 |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | 01/03/2000 | 31/08/2004 |
Ragen MacKenzie Group, Inc.
![]() Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Corporate Officer/Principal | 01/01/1989 | 31/08/2004 |
Formazione di Tom Lombardo
The University of Chicago | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Corporate Officer/Principal | 5 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 7 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
---|---|
McAdams Wright Ragen, Inc.
![]() McAdams Wright Ragen, Inc. Investment Banks/BrokersFinance Founded in 1999, McAdams Wright Ragen, Inc. (MWR) is a an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. MWR is comprised of a retail brokerage, an investment advisor, an institutional sales department, a research staff, a bond department and an agency stock trading desk. They offer am array of products and services for retail and institutional investors. Their research is based on the fundamentals. In assessing the merits of potential investments, their analysts provide analyses of management, earnings, growth potential, assets and other fundamental factors that influence the price of a security. MWR focuses on a broad spectrum of industries, geographies and investment styles. | Finance |
Wells Fargo Investments LLC
![]() Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Ragen MacKenzie Group, Inc.
![]() Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Finance |
McAdams Wright Ragen, Inc. (Investment Management)
![]() McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Finance |
Robert W. Baird & Co., Inc. (Private Banking)
![]() Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
- Borsa valori
- Insiders
- Tom Lombardo
- Esperienza