Nicholas Lombardo, CFA®
Financial Planner
Nick brings more than 25 years of investment experience to the advisory team at Blue Rock Financial Group. Specializing in full-service wealth management solutions for individuals and businesses, his team’s simplified approach, built for clients’ evolving needs, provides confidence and peace of mind, so clients can live their best lives today.
Nick’s robust understanding of advanced investment analysis, and significant real-world portfolio management expertise, provide a solid foundation from which to help Blue Rock’s clients realize their long-term financial goals.
Education
Prior to joining Blue Rock, Nick spent 16 years as a senior global equities analyst at DuPont Capital Management, where he conducted in-depth fundamental research of the Utilities and Real Estate sectors, optimizing portfolio positioning and ensuring alignment with clients’ target strategies. With a forward-looking investment approach, he capitalized on near-term market opportunities to achieve superior returns and maximize outcomes.
Nick graduated from the University of Delaware with a B.S. in Finance and Marketing. He is a CFA® charterholder and member of the CFA Society of Philadelphia.
