Michael Lombardo is a Partner of Perigon Wealth Management. As a Wealth Advisor, Michael works with clients to design and develop financial goals and plans then creates and manages customized client portfolios. In addition to 25+ years of experience, Michael is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Prior to joining Perigon, Michael founded Nauset Wealth Management, a Westport, CT-based RIA that merged with Perigon in 2022. Earlier in his career, Michael consulted to companies in private banking, mutual fund management and individual and institutional wealth management. He began his financial career as a Marketing Manager at Fidelity Investments, responsible for mutual fund and discount brokerage marketing.
Michael received his MBA from the Wharton School, University of Pennsylvania, and graduated with a BA in Mathematics and Economics from Brown University.