Carlo A. Lombardi
Administrative Vice-president & Wealth Market Manager @Wilmington Trust
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WORK HISTORY
Administrative Vice-president & Wealth Market Manager @Wilmington Trust
Wilmington, DE
EDUCATION
Saint Joseph's University
Bachelor of Science - BS
ABOUT CARLO A. LOMBARDI
I oversee a team of relationship managers with experience in planning, trust, investments, family engagement, and family office services for clients with inherited wealth and business owners. I ensure that my teams provide ongoing support and communication for our clients, while continually assessing their needs and recommending appropriate strategies to meet clients\' current and long-term objectives. I joined Wilmington Trust’s wealth management team in 2004, overseeing the management of all U.S. and international real estate assets held in client trust accounts. Earlier in my career, I was a practicing attorney in Bryn Mawr, Pennsylvania after graduating from Saint Joseph\'s University and Villanova Law School. I am a proud member of the Estate Planning Council of Delaware, the Wilmington Tax Group, and the Delaware Trust Conference Planning Committee. I also serve on the Board of Trustees of the Delaware Historical Society and volunteer with the Wellness Community in Philadelphia.
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