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Brian Lombardi

Senior Vice President of Investments, BSL, SSI


Brian Lombardi is a seasoned investment veteran with over two decades of experience in the financial sector. Brians passion is helping his high-net worth clients and families navigate the financial arena guiding them to their financial goals. Brian’s  passion and expertise is focused on the Private Shares market leveraging his expertise and keen eye for identifying unique opportunities in the private space.  Over the course of his career he has participated in names such as SpaceX, SoFi, Palantir, and Airbnb to name a few.


Holds FINRA SIE, Series 7, 24, 63 licenses.

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