Chuck Lombardo

Chuck Lombardo is the President and majority shareholder of Delta Capital Management LLC, based in Powell, Ohio. In this leadership role since 2001, he oversees the firm’s overall strategy, day-to-day operations, and client relationship management, focusing on delivering tailored investment solutions to individuals and institutions. Lombardo plays a central role in portfolio management, client advisory, and maintaining the firm's high compliance standards.

With a background in retirement planning from his tenure at Mutual of Omaha, Lombardo has extensive expertise in retirement plans, wealth management, and investment portfolio construction. His current work at Delta Capital Management emphasizes investments in traditional asset classes such as equities and fixed income, while also guiding clients through retirement and long-term financial strategies. Lombardo's career reflects a demonstrated ability to manage assets, serve a diverse client base, and adapt investment strategies to changing market conditions.

He holds a degree from Franklin University, supporting his expertise in financial planning and investment management. Lombardo is recognized for his commitment to fiduciary standards and his ability to design portfolios that fit the unique needs of clients, particularly those focused on retirement income and wealth preservation within the public markets.