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Anthony Lombardo
Research Analyst, Large Cap Value at Deprince Race & Zollo Inc.
About
Anthony J. Lombardo, CFA, is a Research Analyst specializing in Large Cap Value equities at DePrince, Race & Zollo, Inc., based in Winter Park, Florida. Joining the firm in September 2022, he conducts in-depth fundamental research and contributes to security selection for the Large Cap Value portfolio, with a focus on U.S. equities exhibiting value characteristics and dividend yields.
He brings over a decade of industry experience, having previously served as Portfolio Strategist and Investment Consultant, as well as Wealth Manager and Operations Manager, at Winter Park Wealth Group. His earlier roles emphasized portfolio construction, investment due diligence, and financial planning for high-net-worth and institutional clients.
Anthony holds a Bachelor's degree in Organizational Communication/Business Administration from Rollins College and is a CFA charterholder. At DRZ, he is known for applying a disciplined value methodology in the analysis of large-cap stocks, with particular expertise in identifying undervalued companies with strong dividend profiles in sectors including financials, industrials, and consumer goods.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| DePrince, Race & Zollo, Inc. | Research Analyst, Large Cap Value | Sep 2022 to Present | — |
| Winter Park Wealth Group | Portfolio Strategist and Investment Consultant | Oct 2021 to Sep 2022 | Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Winter Park Wealth Gr... |
| Winter Park Wealth Group | Wealth Manager and Operations Manager | Dec 2017 to Oct 2021 | Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Winter Park Wealth Gr... |
| Northwestern Mutual | Director of Financial Planning | Jan 2017 to Nov 2017 | — |
| Northwestern Mutual | Assistant Director of Compliance and Investment Operations Manager | Dec 2015 to Dec 2016 | — |
| Charles Schwab | RIA Relationship Manager | Jun 2013 to Nov 2015 | — |
| BNY Mellon | Pershing | Equity Trade Support Specialist | Feb 2011 to May 2013 | — |
| UBS | Intern | Sep 2010 to Dec 2010 | — |
Education
Rollins College
Bachelors, Organizational Communication/Business Administration
2009 — 2010
Others at Deprince Race & Zollo Inc. (13)
| Name | Role | Location |
|---|---|---|
B Brendan Long | Small and Micro Cap Senior Research Analyst | Orlando, FL , United States |
D Damien Amato | Senior Research Analyst - US Small Cap | Orlando, FL , United States |
 | Co-Portfolio Manager | Equity Research Analyst | Partner | Orlando, FL , United States |
F Falko Huettenberger | Senior Equity Research Analyst | Winter Park, FL , United States |
G Greg Ramsby | Partner | Orlando, FL , United States |
J Jamin Lundy | Senior Equity Research Analyst | United States |
J Joe Turman | Senior Research Analyst | Winter Park, FL , United States |
K Kelly Carbone | Managing Partner | Orlando, FL , United States |
 | Partner | Winter Park, FL , United States |
M Marc Miller | Partner, Portfolio Manager Emerging Markets | Winter Park, FL , United States |
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