Frank P. Lombardi
Portfolio Manager-Aktien bei Cubic Asset Management LLC
Aktive Positionen von Frank P. Lombardi
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Portfolio Manager-Aktien | 01.05.2008 | - |
Karriereverlauf von Frank P. Lombardi
Ehemalige bekannte Positionen von Frank P. Lombardi
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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 | - | - |
Ausbildung von Frank P. Lombardi
| Bates College | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 6 |
Operativ
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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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