Katie McCarthy Lombardo

Oppenheimer & Co. Inc.
Senior Director – Investments

As an Oppenheimer Financial Professional I focus on growing and protecting the assets of high-net-worth clients (individuals, families, corporate executives, and businesses). To accomplish this I align each of my clients’ unique goals, values, and needs with holistic planning and the design and execution of investment and insurance strategies. Through an in-depth discovery process, I gain a deep and profound understanding of clients’ specific situations, time horizons, and risk tolerances. If you want to learn more about leveraging the full breadth of resources at Oppenheimer to pursue your goals and solve complex financial issues, as well as how we can work together, please don’t hesitate to call me today.



466 Heritage Road
Suite 104
Southbury, CT 06488




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