Frank P. Lombardi
Portfolio Manager-Equities at Cubic Asset Management LLC
Profile
Mr. Frank P.
Lombardi is a Portfolio Manager at Cubic Asset Management LLC.
He joined the firm in May 2008.
Prior to joining Cubic Asset Management, Mr. Lombardi was a portfolio manager and senior equity analyst at J.L.
Kaplan Associates, a wholly owned subsidiary of Evergreen Investments.
Previously, he was an associate at The Topol Group, LLC, a private equity firm.
Mr. Lombardi received his B.S.
in biology from Bates College in 1998 and his MBA in finance from Northeastern University in 2001.
He is a member of the Boston Security Analysts Society.
Frank P. Lombardi active positions
| Companies | Position | Start |
|---|---|---|
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-Equities | 01/05/2008 |
Former positions of Frank P. Lombardi
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Frank P. Lombardi
| Bates College | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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