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Frank P. Lombardi
Gestor de Cartera-Acciones en Cubic Asset Management LLC .
Cargos activos de Frank P. Lombardi
Empresas | Cargo | Inicio | Fin |
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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. | Gestor de Cartera-Acciones | 01/05/2008 | - |
Historial de carrera de Frank P. Lombardi
Antiguos cargos conocidos de Frank P. Lombardi.
Empresas | Cargo | Inicio | Fin |
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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 | 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 | - | - |
Formación de Frank P. Lombardi.
Bates College | Undergraduate Degree |
Northeastern University | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sectorial
Finance | 4 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 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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