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Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, Member FDIC.
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, and WTIM are investment advisers registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful.

Carlo Lombardi, CTFA

Wealth Market Manager

Anticipating the needs of and guiding successful families to accomplish life goals

Carlo is responsible for managing a team of relationship managers with experience in planning, trust, investments, and family office services for clients with inherited wealth. Carlo seeks to ensure that his teams provide ongoing support and communication for our clients, while continually assessing their needs and recommending appropriate strategies to meet their current and long-term objectives.

Carlo has more than two decades of experience in wealth management, specializing in trusts and estates. He joined Wilmington Trust’s Wealth Management team in 2004, overseeing the management of U.S. and international real estate assets held in client trust accounts. Earlier in his career, Carlo was a practicing attorney in Bryn Mawr, Pennsylvania.

He holds a Juris Doctor from Villanova University School of Law and a bachelor’s degree in criminal justice, summa cum laude, from St. Joseph’s University. Carlo is also a graduate of the American Bankers Association National and Graduate Trust schools and has earned his Certified Trust and Fiduciary Advisor (CTFA) designation. He is a recipient of the Wilmington Trust Chairman’s Club and President’s Council awards.

Carlo is a member of the Estate Planning Council of Delaware, the Wilmington Tax Group, and the Delaware Trust Conference Planning Committee. He is on the board of trustees of the Delaware Historical Society and serves as its treasurer and head of the finance committee. He is also a volunteer with the Wellness Community in Philadelphia.

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