Katherine Lombardi
About Katherine Lombardi
Katherine Lombardi is an Associate at CIBC Private Wealth Management US, focusing on high-net-worth clients. She is pursuing an MBA at Bentley University and volunteers with the Greater New England Chapter of the Multiple Sclerosis Society.
Current Role at CIBC Private Wealth Management
Katherine Lombardi serves as a Senior Client Service Manager at CIBC Private Wealth Management in Boston, Massachusetts. She focuses on high-net-worth individuals, families, and foundations. Katherine has been with the company since 2019, contributing to wealth management strategies and client relationship management.
Previous Experience
Before her current role, Katherine Lombardi worked as an Associate at CIBC Private Wealth Management from 2019. Prior to that, she completed an internship at CIBC US from 2018 to 2019 in Boston, Massachusetts. Her career began as a Sales Associate Cashier at Michaels Stores, Inc., where she worked from 2015 to 2018 in Danvers, Massachusetts.
Educational Background
Katherine Lombardi holds a Bachelor of Science in Finance from Bentley University, which she earned between 2015 and 2019. She also attended Pope John XXIII Central High School from 2011 to 2015. Katherine is currently pursuing an MBA with a concentration in finance at Bentley University.
Community Involvement
Katherine Lombardi is actively involved with the Greater New England Chapter of the Multiple Sclerosis Society. She serves as a volunteer and fundraiser, contributing to various initiatives aimed at supporting individuals affected by multiple sclerosis.