Management Profile
Michael Lombardo
is President and Founder of
Nauset Wealth Management, a Registered Investment Advisor. He is
responsible for investment policy and portfolio management as well as all
financial planning activities. He personally
delivers the firm's services.
Nauset maintains relationships with outside
professionals that provide specific expertise and executional resources
covering a range of financial planning disciplines. Nauset uses
Fidelity Investments as preferred custodian and broker-dealer for
clearing transactions in client accounts. Nauset receives no
commissions or compensation from Fidelity for using its services.
Michael founded Nauset Wealth Management, LLC in February 2000. Prior
to forming Nauset, he was Managing Director of VestMark Strategy Group, a
financial services strategy firm with clients such as
OppenheimerFunds,
GE Investment Management, GE Financial Assurance, Bankers Trust, Thomson
Financial and PIMCO Advisors.
Prior to and concurrent with his VestMark
experience, Michael founded and operated Nauset Partners, providing financial services marketing consulting to Citibank Private
Bank, Citibank Global Asset Management, OppenheimerFunds,
and
Calvert
Group, among others. Earlier in his career, Michael was Marketing
Manager at Fidelity Investments, responsible for mutual fund and
discount brokerage marketing.
Michael received his MBA from the Wharton
School, University of Pennsylvania, and graduated with a BA in
Mathematics and Economics from Brown University. He resides in
Westport, CT with his wife Karen and son Eric.
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