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Frank P. Lombardi
Portfolio Manager-Equities at Cubic Asset Management LLC
Frank P. Lombardi active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Career history of Frank P. Lombardi
Former positions of Frank P. Lombardi
Companies | Position | Start | 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 |
Statistics
International
United States | 6 |
Operational
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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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