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Frank P. Lombardi
Portefeuillebeheerder-Aandelen bij Cubic Asset Management LLC
Actieve functies van Frank P. Lombardi
Bedrijven | Functie | Begin | Einde |
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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. | Portefeuillebeheerder-Aandelen | 01-05-2008 | - |
Loopbaan van Frank P. Lombardi
Eerdere bekende functies van Frank P. Lombardi
Bedrijven | Functie | Begin | Einde |
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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 | - | - |
Opleiding van Frank P. Lombardi
Bates College | Undergraduate Degree |
Northeastern University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 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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