John Lomba ChFC®, APMA®, CRPS®

John J.

Lomba, ChFC®, APMA®, CRPS®, Managing Partner, Gratium Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services LLC John is a financial industry veteran with over 30 years of experience. He has held executive positions with several leading investment management firms including Natixis and Allspring Investments. John’s experience also spans across disciplines to include insurance and annuity companies such as MetLife and RiverSource. John has helped financial advisors throughout the East Coast create durable portfolios leveraging his experience in Asset Allocation, Tax Diversification and Estate Planning. In John’s current role, as Managing Partner, Investment Strategies Team which began in 2016, he leads a team of advisors with over $3B in AUM in creating and utilizing risk based models, which feature traditional and non-traditional asset classes.