Lombardia Capital Partners
Description
Lombardia Capital Partners LLC is a private investment firm that, as of December 31, 2015, manages approximately $2.1 billion across various funds. They focus on value equity investment strategies for institutional investors, and are 100% employee-owned. The Chief Executive Officer is Alvin W. Marley. Founded: 1989 Number of locations: 2
Lombardia Capital Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lombardia Capital Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Lombardia Capital Partners Salaries. You can even request information on how much does Lombardia Capital Partners pay if you want to. Learn about salaries, pros and cons of working for Lombardia Capital Partners directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22 Lombardia Capital Partners employees in database. Find out everything there's to know about Lombardia Capital Partners employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lombardia Capital Partners Employees
Employee
Years
Job
Industry
Anthony Cafarchia Anthony Cafarchia's Lombardia Capital Partners Experience December 2013 - Present
Job Client Service Associate at Lombardia Capital Partners
Industry Financial Services
Experience
Lombardia Capital Partners December 2013 - Present
300 North Capital, LLC May 2013 - December 2013
UBS March 2011 - September 2011
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Corporate Finance, Managerial Finance, Arbitrage, Microsoft Excel, Microsoft Word, Outlook, Portfolio Management, Securities, Risk Management, Mutual Funds
Education
California State Polytechnic University-Pomona 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Loyola High School 2004 — 2008
Lombardia Capital Partners December 2013 - Present
300 North Capital, LLC May 2013 - December 2013
UBS March 2011 - September 2011
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Corporate Finance, Managerial Finance, Arbitrage, Microsoft Excel, Microsoft Word, Outlook, Portfolio Management, Securities, Risk Management, Mutual Funds
Education
California State Polytechnic University-Pomona 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Loyola High School 2004 — 2008
Fernando Inzunza Fernando Inzunza's Lombardia Capital Partners Experience
Job Partner at Lombardia Capital Partners
Industry Investment Management
Experience
Lombardia Capital Partners
Skills
Portfolio Management, Investment Management, Hedge Funds, Asset Managment, Investments, Valuation, Financial Markets, Asset Allocation, Equities, Financial Modeling, Securities, Private Equity, Asset Management, Equity Research, Bloomberg, Financial Analysis
Education
Stanford Law School 1975 — 1978
Doctor of Law (JD)
Stanford Graduate School of Business 1974 — 1978
Master of Business Administration (MBA)
Yale University 1970 — 1974
Bachelor of Science (B.S.)
Hollywood HS
Hollywood HS
UCLA Anderson School of Management
Lombardia Capital Partners
Skills
Portfolio Management, Investment Management, Hedge Funds, Asset Managment, Investments, Valuation, Financial Markets, Asset Allocation, Equities, Financial Modeling, Securities, Private Equity, Asset Management, Equity Research, Bloomberg, Financial Analysis
Education
Stanford Law School 1975 — 1978
Doctor of Law (JD)
Stanford Graduate School of Business 1974 — 1978
Master of Business Administration (MBA)
Yale University 1970 — 1974
Bachelor of Science (B.S.)
Hollywood HS
Hollywood HS
UCLA Anderson School of Management
Johnny Madrid Johnny Madrid's Lombardia Capital Partners Experience February 2010 - February 2013
Job Research Analyst
Industry Investment Management
Experience
Varadero Capital, L.P. October 2014 - December 2014
Burnham Financial Group February 2014 - September 2014
UBS June 2013 - January 2014
Lombardia Capital Partners February 2010 - February 2013
Pleitez For Congress 2009 - 2009
Sanford Bernstein 2008 - 2008
Goldman Sachs 2004 - 2008
Skills
Structured Finance, Equity Research, Equities, Equity Derivatives, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Investment Banking, Alternative Investments, Financial Markets, Securities, Equity Valuation, Asset Management, Quantitative Finance, Investment Management, Emerging Markets, Private Equity, Derivatives, Asset Allocation, Capital Markets, Portfolio Management, Trading, Fixed Income, M&A Modeling, Investments, Financial Services, Finance, Structured Products, Mergers & Acquisitions, Analysis
Education
Stanford University
Notre Dame High School
Varadero Capital, L.P. October 2014 - December 2014
Burnham Financial Group February 2014 - September 2014
UBS June 2013 - January 2014
Lombardia Capital Partners February 2010 - February 2013
Pleitez For Congress 2009 - 2009
Sanford Bernstein 2008 - 2008
Goldman Sachs 2004 - 2008
Skills
Structured Finance, Equity Research, Equities, Equity Derivatives, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Investment Banking, Alternative Investments, Financial Markets, Securities, Equity Valuation, Asset Management, Quantitative Finance, Investment Management, Emerging Markets, Private Equity, Derivatives, Asset Allocation, Capital Markets, Portfolio Management, Trading, Fixed Income, M&A Modeling, Investments, Financial Services, Finance, Structured Products, Mergers & Acquisitions, Analysis
Education
Stanford University
Notre Dame High School
Matija Fistrovic Matija Fistrovic's Lombardia Capital Partners Experience 2012 - 2012
Job Investment Analyst at BB&T/Precept
Industry Investment Management
Experience
Precept Advisory Group October 2014 - Present
Angeles Investment Advisors March 2013 - September 2014
Lombardia Capital Partners 2012 - 2012
Wachovia Securities August 2008 - January 2010
CSUN August 2008 - December 2009
Skills
Portfolio Management, Hedge Funds, Asset Allocation, Bloomberg, Equities, Valuation, Financial Modeling
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
Masters in Management, Finance
California State University-Northridge 2005 — 2010
BA, Psychology and Economics
Precept Advisory Group October 2014 - Present
Angeles Investment Advisors March 2013 - September 2014
Lombardia Capital Partners 2012 - 2012
Wachovia Securities August 2008 - January 2010
CSUN August 2008 - December 2009
Skills
Portfolio Management, Hedge Funds, Asset Allocation, Bloomberg, Equities, Valuation, Financial Modeling
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
Masters in Management, Finance
California State University-Northridge 2005 — 2010
BA, Psychology and Economics
Orianna Torres Orianna Torres's Lombardia Capital Partners Experience June 2013 - Present
Job Management 100 Teaching Assistant
Industry
Experience
Financial Literacy Community Partners December 2014 - Present
The Wharton School February 2014 - Present
Lombardia Capital Partners June 2013 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Teamwork, Event Planning, Spanish, Editing, Fundraising, Leadership, Photoshop, Community Outreach, English, Social Networking, InDesign, Windows, Proofreading, Axys, French, Bloomberg Terminal, Microsoft Publisher
Education
Wharton School, University of Pennsylvania 2013 — 2017
Bachelor of Science (BS), Finance
Polytechnic School 2009 — 2013
Financial Literacy Community Partners December 2014 - Present
The Wharton School February 2014 - Present
Lombardia Capital Partners June 2013 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Teamwork, Event Planning, Spanish, Editing, Fundraising, Leadership, Photoshop, Community Outreach, English, Social Networking, InDesign, Windows, Proofreading, Axys, French, Bloomberg Terminal, Microsoft Publisher
Education
Wharton School, University of Pennsylvania 2013 — 2017
Bachelor of Science (BS), Finance
Polytechnic School 2009 — 2013
Kelsey Johnson, CFA Kelsey Johnson, CFA's Lombardia Capital Partners Experience April 2008 - June 2011
Job Generalist Value Equity Research Analyst
Industry Investment Management
Experience
Lombardia Capital Partners April 2008 - June 2011
MacKay Shields August 2002 - March 2008
Morgan Stanley July 2000 - August 2001
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Trading, Bloomberg, Equity Research, Bonds, Asset Allocation, Emerging Markets, Investment Management, Fixed Income, Private Equity, Equity Valuation, Capital Markets, Alternative Investments, Valuation, Asset Management, Mutual Funds, Financial Modeling, Securities, Investment Strategies
Education
College of the Holy Cross 1996 — 2000
BA, Mathematics
Lombardia Capital Partners April 2008 - June 2011
MacKay Shields August 2002 - March 2008
Morgan Stanley July 2000 - August 2001
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Trading, Bloomberg, Equity Research, Bonds, Asset Allocation, Emerging Markets, Investment Management, Fixed Income, Private Equity, Equity Valuation, Capital Markets, Alternative Investments, Valuation, Asset Management, Mutual Funds, Financial Modeling, Securities, Investment Strategies
Education
College of the Holy Cross 1996 — 2000
BA, Mathematics
Daniel Holland Daniel Holland's Lombardia Capital Partners Experience July 2014 - Present
Job Senior Research Analyst at Lombardia Capital Partners
Industry Investment Management
Experience
Lombardia Capital Partners July 2014 - Present
Morningstar February 2008 - July 2014
Hewitt Associates November 2006 - January 2008
Hewitt Associates September 2004 - July 2006
CIGNA Retirement & Investment Services June 2002 - April 2004
Bank of America 2000 - 2000
Bank of America 2000 - 2000
WFAE 90.7fm June 1999 - August 1999
Skills
Valuation, Primary Research, Financial Modeling, Equity Valuation, Investments, Cash Flow Forecasting, Equity Research, Equities, Portfolio Management, Financial Analysis, Business Valuation, Corporate Finance, Strategy, Competitive Analysis, Morningstar Direct, DCF, Finance
Education
The University of Chicago - Booth School of Business 2005 — 2008
Masters, Accounting and Strategic Management
Florida State University 1999 — 2002
BS, Actuarial Science & Statistics
Lombardia Capital Partners July 2014 - Present
Morningstar February 2008 - July 2014
Hewitt Associates November 2006 - January 2008
Hewitt Associates September 2004 - July 2006
CIGNA Retirement & Investment Services June 2002 - April 2004
Bank of America 2000 - 2000
Bank of America 2000 - 2000
WFAE 90.7fm June 1999 - August 1999
Skills
Valuation, Primary Research, Financial Modeling, Equity Valuation, Investments, Cash Flow Forecasting, Equity Research, Equities, Portfolio Management, Financial Analysis, Business Valuation, Corporate Finance, Strategy, Competitive Analysis, Morningstar Direct, DCF, Finance
Education
The University of Chicago - Booth School of Business 2005 — 2008
Masters, Accounting and Strategic Management
Florida State University 1999 — 2002
BS, Actuarial Science & Statistics
Henry Lim Henry Lim's Lombardia Capital Partners Experience April 2010 - November 2011
Job Payden & Rygel Investment Management
Industry Financial Services
Experience
Payden & Rygel July 2013 - Present
Lombardia Capital Partners April 2010 - November 2011
Wilshire Associates March 2006 - February 2010
Wilshire Associates December 2004 - March 2006
Wilshire Associates September 2002 - December 2004
Skills
Client Service &..., Portfolio Analysis, Performance Measurement, eVestment Analytics, Zephyr StyleADVISOR, Advent Axys, PMAPS, Thomson TPA, Thomson Baseline, Callan PEP, Mercer MPA, Microsoft Excel, Microsoft PowerPoint, Wilshire Atlas, Wilshire Pension..., Wilshire Compass, Investment Management, Hedge Funds, Portfolio Management
Education
University of California, Riverside 1998 — 2002
B.S., Business Administration, Concentration in Finance
Payden & Rygel July 2013 - Present
Lombardia Capital Partners April 2010 - November 2011
Wilshire Associates March 2006 - February 2010
Wilshire Associates December 2004 - March 2006
Wilshire Associates September 2002 - December 2004
Skills
Client Service &..., Portfolio Analysis, Performance Measurement, eVestment Analytics, Zephyr StyleADVISOR, Advent Axys, PMAPS, Thomson TPA, Thomson Baseline, Callan PEP, Mercer MPA, Microsoft Excel, Microsoft PowerPoint, Wilshire Atlas, Wilshire Pension..., Wilshire Compass, Investment Management, Hedge Funds, Portfolio Management
Education
University of California, Riverside 1998 — 2002
B.S., Business Administration, Concentration in Finance
Mark Putrino, CMT Mark Putrino, CMT's Lombardia Capital Partners Experience January 2000 - December 2005
Job Stamford, Connecticut
Industry Market Research
Experience
Thomson Horstmann & Bryant Inc. September 2010 - Present
Bulls Head Trading Analysis, Inc. January 2010 - September 2010
Lapides Asset Management, LLC December 2005 - December 2009
Lombardia Capital Partners January 2000 - December 2005
SAC Capital Advisors May 1999 - September 1999
Gabelli & Company Institutional Brokerage August 1997 - March 1999
Skills
Trading, Hedge Funds, Options, Commodity, Financial Markets, Risk Management, Analysis, Credit, Bloomberg, Equity Research, Derivatives, Alternative Investments, Capital Markets, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Connecticut 1987 — 1992
BA, Economics
Thomson Horstmann & Bryant Inc. September 2010 - Present
Bulls Head Trading Analysis, Inc. January 2010 - September 2010
Lapides Asset Management, LLC December 2005 - December 2009
Lombardia Capital Partners January 2000 - December 2005
SAC Capital Advisors May 1999 - September 1999
Gabelli & Company Institutional Brokerage August 1997 - March 1999
Skills
Trading, Hedge Funds, Options, Commodity, Financial Markets, Risk Management, Analysis, Credit, Bloomberg, Equity Research, Derivatives, Alternative Investments, Capital Markets, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Connecticut 1987 — 1992
BA, Economics
Marc Poitevien Marc Poitevien's Lombardia Capital Partners Experience June 2013 - Present
Job Executive Team Leader at T.E.N.
Industry Financial Services
Experience
Team Effort Network, LLC August 2013 - Present
Lombardia Capital Partners June 2013 - Present
Blue Dream Entertainment November 2010 - December 2012
FIS Group June 2009 - August 2009
LANsultants, Inc. June 2008 - August 2008
Skills
PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, Research, Social Media, Customer Service, Leadership, Team Leadership, Strategic Planning, Marketing, Event Planning, Social Media Marketing, Event Management, Leadership Development, Corporate Finance, Data Analysis, Bloomberg Software, Time Management, Marketing Strategy, Social Networking, Finance, Spanish
Education
University of La Verne 2009 — 2014
Bachelor of Science (B.S.), International Business
Valley Forge Military Academy & College
Team Effort Network, LLC August 2013 - Present
Lombardia Capital Partners June 2013 - Present
Blue Dream Entertainment November 2010 - December 2012
FIS Group June 2009 - August 2009
LANsultants, Inc. June 2008 - August 2008
Skills
PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, Research, Social Media, Customer Service, Leadership, Team Leadership, Strategic Planning, Marketing, Event Planning, Social Media Marketing, Event Management, Leadership Development, Corporate Finance, Data Analysis, Bloomberg Software, Time Management, Marketing Strategy, Social Networking, Finance, Spanish
Education
University of La Verne 2009 — 2014
Bachelor of Science (B.S.), International Business
Valley Forge Military Academy & College
Kelly Ko Kelly Ko's Lombardia Capital Partners Experience June 2006 - Present
Job Partner/Portfolio Manager at Lombardia Capital Partners
Industry Investment Management
Experience
Lombardia Capital Partners June 2006 - Present
Dean Investments 2004 - 2006
Cutler & Company 2002 - 2003
Nicholas Applegate 2000 - 2002
Hughes Investment Management 1992 - 2000
Security Pacific Bank 1986 - 1992
Skills
Investment Management, Hedge Funds, Asset Management, Portfolio Management, Equities, Investments, Valuation, Financial Modeling, Equity Research, Securities, Fixed Income
Education
Duke Fuqua School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Southern California 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Lombardia Capital Partners June 2006 - Present
Dean Investments 2004 - 2006
Cutler & Company 2002 - 2003
Nicholas Applegate 2000 - 2002
Hughes Investment Management 1992 - 2000
Security Pacific Bank 1986 - 1992
Skills
Investment Management, Hedge Funds, Asset Management, Portfolio Management, Equities, Investments, Valuation, Financial Modeling, Equity Research, Securities, Fixed Income
Education
Duke Fuqua School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Southern California 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Alex Tenorio Alex Tenorio's Lombardia Capital Partners Experience December 2012 - January 2013
Job Moss Adams LLP
Industry Accounting
Experience
Menlo College, Menlo School August 2012 - May 2015
Moss Adams LLP June 2014 - August 2014
Lombardia Capital Partners December 2012 - January 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Time Management, Teamwork, Public Speaking, Research, Social Media, Event Planning, Photoshop, Public Relations, Advertising, Event Management, Marketing Strategy, Marketing, Fundraising, Management, Social Media Marketing, Leadership, Facebook, Social Networking, Accounting, Coaching, Team Leadership
Education
Menlo College 2011 — 2015
Bachelor of Science, Business Management, Accounting
Menlo College, Menlo School August 2012 - May 2015
Moss Adams LLP June 2014 - August 2014
Lombardia Capital Partners December 2012 - January 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Time Management, Teamwork, Public Speaking, Research, Social Media, Event Planning, Photoshop, Public Relations, Advertising, Event Management, Marketing Strategy, Marketing, Fundraising, Management, Social Media Marketing, Leadership, Facebook, Social Networking, Accounting, Coaching, Team Leadership
Education
Menlo College 2011 — 2015
Bachelor of Science, Business Management, Accounting
James Schwarz's Lombardia Capital Partners Experience September 2006 - December 2007
Job Vice President Senior Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Cisco Systems July 2008 - June 2011
Lombardia Capital Partners September 2006 - December 2007
Autumn Audio January 1996 - August 2005
Petterson's January 1995 - January 1996
Independent Contractor January 1990 - January 1995
Skills
Portfolio Management, Financial Planning, Investing, Education Funding, Lifetime Cash Flow..., Debt Management, Estate Planning, Insurance Coverage, Leadership, Management, Budgets, Financial Modeling, Financial Reporting, Financial Analysis, Forecasting, Corporate Finance, Strategy, Business Analysis, Series 7, Series 66, Series 10, Series 9, Investments, Strategic Financial...
Education
University of Southern California - Marshall School of Business 2005 — 2008
MBA
Harvard University 1984 — 1989
A.B.
Charles Schwab June 2011 - Present
Cisco Systems July 2008 - June 2011
Lombardia Capital Partners September 2006 - December 2007
Autumn Audio January 1996 - August 2005
Petterson's January 1995 - January 1996
Independent Contractor January 1990 - January 1995
Skills
Portfolio Management, Financial Planning, Investing, Education Funding, Lifetime Cash Flow..., Debt Management, Estate Planning, Insurance Coverage, Leadership, Management, Budgets, Financial Modeling, Financial Reporting, Financial Analysis, Forecasting, Corporate Finance, Strategy, Business Analysis, Series 7, Series 66, Series 10, Series 9, Investments, Strategic Financial...
Education
University of Southern California - Marshall School of Business 2005 — 2008
MBA
Harvard University 1984 — 1989
A.B.
Vincent Williams's Lombardia Capital Partners Experience 2014 - Present
Job Managing Director, Director of Marketing at Lombardia Capital Partners
Industry Investment Management
Experience
Lombardia Capital Partners 2014 - Present
RM Chase/SixDi 2012 - 2014
SVB Capital 2007 - 2012
Northern Trust 2005 - 2007
Victory Capital Management 2003 - 2005
Mesirow Financial 2001 - 2003
Barclays Global Investors 1998 - 2001
State Street Bank 1996 - 1998
Skills
Fund Of Funds, Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Investments, Investor Relations, Due Diligence, Corporate Development, Asset Managment, Valuation, Capital Markets, Equities, Strategy, Financial Services, Portfolio Management, Asset Management, Investment Management, Mergers, Investment Strategies, Management Consulting, Trading, Wealth Management, Pension Funds, Financial Modeling, Options, Series 63, Corporate Finance, Mutual Funds, Structured Finance, Institutional, Financial Analysis, Investment Banking, Strategic Financial..., Bloomberg, Asset Allocation, Funding, Fixed Income, Financial Structuring, Equity Valuation, Mergers & Acquisitions, Bonds, Securities, Equity Research, Series 7, Derivatives, Institutional..., Financial Markets, Investment Advisory, Emerging Markets
Education
Northwestern University
Bachelor of Arts (BA), Economics
University of California, Hastings College of the Law
JD
Lombardia Capital Partners 2014 - Present
RM Chase/SixDi 2012 - 2014
SVB Capital 2007 - 2012
Northern Trust 2005 - 2007
Victory Capital Management 2003 - 2005
Mesirow Financial 2001 - 2003
Barclays Global Investors 1998 - 2001
State Street Bank 1996 - 1998
Skills
Fund Of Funds, Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Investments, Investor Relations, Due Diligence, Corporate Development, Asset Managment, Valuation, Capital Markets, Equities, Strategy, Financial Services, Portfolio Management, Asset Management, Investment Management, Mergers, Investment Strategies, Management Consulting, Trading, Wealth Management, Pension Funds, Financial Modeling, Options, Series 63, Corporate Finance, Mutual Funds, Structured Finance, Institutional, Financial Analysis, Investment Banking, Strategic Financial..., Bloomberg, Asset Allocation, Funding, Fixed Income, Financial Structuring, Equity Valuation, Mergers & Acquisitions, Bonds, Securities, Equity Research, Series 7, Derivatives, Institutional..., Financial Markets, Investment Advisory, Emerging Markets
Education
Northwestern University
Bachelor of Arts (BA), Economics
University of California, Hastings College of the Law
JD
Peter Lopez's Lombardia Capital Partners Experience 2015 - Present
Job Large Cap Value & Small Cap Core Portfolio Manager ♦ In Depth Fundamental Equity Research ♦ CFA ♦ CPA
Industry Investment Management
Experience
Lombardia Capital Partners 2015 - Present
Palisades Investment Partners, LLC 2003 - January 2015
The Boston Company Asset Management 1998 - 2003
Deliotte & Touche Tohmatsu International 1996 - 1998
Skills
Portfolio Management, Equity Research, Value Investing, Equities, Asset Management, Alternative Investments, Investment Management, Financial Modeling, Investment Strategies, Valuation, Mutual Funds, Capital Markets, Strategy, Large Cap Investing, Small Cap Investing, Core Investing, Bottom-up Stock..., Finance
Education
University of California, Los Angeles
Bachelor's Degree, Economics
Lombardia Capital Partners 2015 - Present
Palisades Investment Partners, LLC 2003 - January 2015
The Boston Company Asset Management 1998 - 2003
Deliotte & Touche Tohmatsu International 1996 - 1998
Skills
Portfolio Management, Equity Research, Value Investing, Equities, Asset Management, Alternative Investments, Investment Management, Financial Modeling, Investment Strategies, Valuation, Mutual Funds, Capital Markets, Strategy, Large Cap Investing, Small Cap Investing, Core Investing, Bottom-up Stock..., Finance
Education
University of California, Los Angeles
Bachelor's Degree, Economics
Wendell Williams's Lombardia Capital Partners Experience January 2014 - Present
Job Partner, Chief Operating Officer, at Lombardia Capital Partners
Industry Investment Management
Experience
Lombardia Capital Partners January 2014 - Present
Lombardia Capital Partners LLC January 2009 - Present
Lombardia Capital Partners March 2008 - Present
Lombardia Capital Partners LLC January 2009 - September 2014
Bel Air Investment Advisors January 1998 - January 2008
Andersen Consulting June 1995 - January 1998
Skills
Bloomberg, Asset Managment, Investment Management, Trading, Information Technology, Financial Services, Asset Allocation, Equity Research, Alternative Investments, Series 24, Wealth Management, Due Diligence, Securities, Mutual Funds, Investment Advisory, Capital Markets, Series 7, Asset Management
Education
Brigham Young University 1994 — 1995
MAcc, Accounting/Info Sys
Brigham Young University 1989 — 1994
BS, Accounting/Info Sys
Lombardia Capital Partners January 2014 - Present
Lombardia Capital Partners LLC January 2009 - Present
Lombardia Capital Partners March 2008 - Present
Lombardia Capital Partners LLC January 2009 - September 2014
Bel Air Investment Advisors January 1998 - January 2008
Andersen Consulting June 1995 - January 1998
Skills
Bloomberg, Asset Managment, Investment Management, Trading, Information Technology, Financial Services, Asset Allocation, Equity Research, Alternative Investments, Series 24, Wealth Management, Due Diligence, Securities, Mutual Funds, Investment Advisory, Capital Markets, Series 7, Asset Management
Education
Brigham Young University 1994 — 1995
MAcc, Accounting/Info Sys
Brigham Young University 1989 — 1994
BS, Accounting/Info Sys
Albert Chavez's Lombardia Capital Partners Experience October 2006 - January 2009
Job Senior Vice President/CFO at KCET
Industry Broadcast Media
Experience
KCET 2011 - Present
Los Angeles Conservation Corps April 1992 - June 2012
Grupo Radio Centro LA, LLC 2009 - 2011
Lombardia Capital Partners October 2006 - January 2009
Si TV October 2003 - September 2006
A Chavez Associates July 1998 - September 2003
El Dorado Communications, Inc January 1991 - June 1998
General Electric 1987 - 1990
RCA 1985 - 1986
RCA 1985 - 1986
Skills
Restructuring, Mergers, Negotiation, Disposition, Financial Modeling, Private Equity, Start-ups, Corporate Development, Acquisitions, Financial Analysis, Budgets, Finance, Due Diligence, Valuation, Strategic Planning, Strategic Partnerships, Investor Relations, Managerial Finance, Mergers & Acquisitions, Accounting, Investment Banking, Portfolio Management, Strategy, Entrepreneurship, Management, Auditing, Cash Flow, Executive Management, Corporate Finance, SEC filings, Equities, Process Improvement, Strategic Financial..., IPO, Acquisition Integration, M&A experience, Investments, Investment Management, Asset Management, Business Valuation, Forecasting, Treasury Management, Financial Reporting, Business Planning, Risk Management, Emerging Markets, Turn Around Management
Education
Stanford University Graduate School of Business 1983 — 1985
MBA, Finance
The University of Texas at El Paso 1979 — 1980
Accounting
The University of Texas at El Paso
BA, History & Mathematics
KCET 2011 - Present
Los Angeles Conservation Corps April 1992 - June 2012
Grupo Radio Centro LA, LLC 2009 - 2011
Lombardia Capital Partners October 2006 - January 2009
Si TV October 2003 - September 2006
A Chavez Associates July 1998 - September 2003
El Dorado Communications, Inc January 1991 - June 1998
General Electric 1987 - 1990
RCA 1985 - 1986
RCA 1985 - 1986
Skills
Restructuring, Mergers, Negotiation, Disposition, Financial Modeling, Private Equity, Start-ups, Corporate Development, Acquisitions, Financial Analysis, Budgets, Finance, Due Diligence, Valuation, Strategic Planning, Strategic Partnerships, Investor Relations, Managerial Finance, Mergers & Acquisitions, Accounting, Investment Banking, Portfolio Management, Strategy, Entrepreneurship, Management, Auditing, Cash Flow, Executive Management, Corporate Finance, SEC filings, Equities, Process Improvement, Strategic Financial..., IPO, Acquisition Integration, M&A experience, Investments, Investment Management, Asset Management, Business Valuation, Forecasting, Treasury Management, Financial Reporting, Business Planning, Risk Management, Emerging Markets, Turn Around Management
Education
Stanford University Graduate School of Business 1983 — 1985
MBA, Finance
The University of Texas at El Paso 1979 — 1980
Accounting
The University of Texas at El Paso
BA, History & Mathematics
Leslie Lopez's Lombardia Capital Partners Experience November 2011 - November 2013
Job Client Service and Marketing at Bradford & Marzec
Industry Financial Services
Experience
Bradford & Marzec June 2014 - Present
Lombardia Capital Partners November 2011 - November 2013
WELLS FARGO FAMILY WEALTH, Wells Fargo Bank September 2009 - October 2011
BARRINGTON ASSOCIATES (Middle Market Group) September 2007 - September 2009
RADIO SATELLITE INTEGRATORS, INC July 2006 - August 2007
Skills
Market Research, Marketing, Advertising, Investments, Relationship Management, Marketing Strategy, Banking, Sales, Superior Client Service, Marketing Communications, Microsoft Excel, Corporate Branding, Management, Press Releases, Financial Services, Due Diligence
Education
Claremont McKenna College 2002 — 2006
Psychology, Literature, Leadership
Bradford & Marzec June 2014 - Present
Lombardia Capital Partners November 2011 - November 2013
WELLS FARGO FAMILY WEALTH, Wells Fargo Bank September 2009 - October 2011
BARRINGTON ASSOCIATES (Middle Market Group) September 2007 - September 2009
RADIO SATELLITE INTEGRATORS, INC July 2006 - August 2007
Skills
Market Research, Marketing, Advertising, Investments, Relationship Management, Marketing Strategy, Banking, Sales, Superior Client Service, Marketing Communications, Microsoft Excel, Corporate Branding, Management, Press Releases, Financial Services, Due Diligence
Education
Claremont McKenna College 2002 — 2006
Psychology, Literature, Leadership
Nora Harris's Lombardia Capital Partners Experience March 2015 - Present
Job Managing Director, Senior Client Service Manager at Lombardia Capital Partners
Industry Financial Services
Experience
Lombardia Capital Partners March 2015 - Present
Northern Trust Asset Management 2006 - March 2015
Blaylock Abacus Asset Management March 2004 - August 2006
Trias Capital Management April 1996 - March 2004
Nora Bustamante Consulting June 1991 - March 1996
Goldman Sachs April 1982 - December 1990
Skills
Series 7, Series 63, Mutual Funds, Investment Strategies, Client Services, Asset Managment, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation
Education
The University of Chicago 1999 — 2001
MBA, Finance
Bradley University 1977 — 1981
B.S., Marketing
Lombardia Capital Partners March 2015 - Present
Northern Trust Asset Management 2006 - March 2015
Blaylock Abacus Asset Management March 2004 - August 2006
Trias Capital Management April 1996 - March 2004
Nora Bustamante Consulting June 1991 - March 1996
Goldman Sachs April 1982 - December 1990
Skills
Series 7, Series 63, Mutual Funds, Investment Strategies, Client Services, Asset Managment, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation
Education
The University of Chicago 1999 — 2001
MBA, Finance
Bradley University 1977 — 1981
B.S., Marketing
Ariana Salazar's Lombardia Capital Partners Experience August 2010 - May 2013
Job Senior Analyst, Performance at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management June 2013 - Present
Lombardia Capital Partners August 2010 - May 2013
Wilshire Associates August 2007 - July 2010
Skills
Asset Allocation, Performance Attribution, Investment Management, Asset Management, Quantitative Finance, Manage Client..., Due Diligence, Superior Client Service, Portfolio Performance..., Compliance, Securities
Education
Texas State University 2002 — 2006
BS, Applied Mathematics
Oaktree Capital Management June 2013 - Present
Lombardia Capital Partners August 2010 - May 2013
Wilshire Associates August 2007 - July 2010
Skills
Asset Allocation, Performance Attribution, Investment Management, Asset Management, Quantitative Finance, Manage Client..., Due Diligence, Superior Client Service, Portfolio Performance..., Compliance, Securities
Education
Texas State University 2002 — 2006
BS, Applied Mathematics
Keith A. Graham's Lombardia Capital Partners Experience June 2010 - December 2012
Job Vice President at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management January 2013 - April 2015
Lombardia Capital Partners June 2010 - December 2012
Lynmar Capital Group June 2000 - February 2010
GM Pankey 1999 - 2000
New Amsterdam Partners May 1987 - May 1999
Bankers Trust May 1982 - May 1987
Skills
Investment Management, Investments, Financial Services, Strategic Planning, Asset Managment, Securities, Portfolio Management, Building Relationships, Asset Management, Equities, Alternative Investments, Financial Modeling, Fixed Income, Leadership, Asset Allocation, Hedge Funds, Equity Trading, Bloomberg, Mutual Funds
Education
Eastern University 1998 — 2000
BA, Organizational Management
Advent Capital Management January 2013 - April 2015
Lombardia Capital Partners June 2010 - December 2012
Lynmar Capital Group June 2000 - February 2010
GM Pankey 1999 - 2000
New Amsterdam Partners May 1987 - May 1999
Bankers Trust May 1982 - May 1987
Skills
Investment Management, Investments, Financial Services, Strategic Planning, Asset Managment, Securities, Portfolio Management, Building Relationships, Asset Management, Equities, Alternative Investments, Financial Modeling, Fixed Income, Leadership, Asset Allocation, Hedge Funds, Equity Trading, Bloomberg, Mutual Funds
Education
Eastern University 1998 — 2000
BA, Organizational Management