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.