08/27/2026
Wealth by Design Welcomes Carole Lombardi as Director of Operations
Paramus, NJ
Wealth By Design is thrilled to announce the appointment of Carole Lombardi as Director of Operations. In this pivotal role, Carole will spearhead the firm’s institutional-grade infrastructure, directly supporting advisors, team members, and clients through advanced systems and strategic growth initiatives.
Carole brings more than 15 years of distinguished leadership in wealth management operations and compliance. She possesses a proven track record of developing scalable systems and implementing enterprise best practices for registered investment advisory (RIA) firms. Her deep expertise spans process refinement, technology integration, regulatory strategy, and the implementation of airtight fiduciary controls required to safeguard long-term client success.
"Carole’s vision and operational acumen are perfectly aligned with our mission," said Craig C. Bartlett, Managing Partner of Wealth by Design. "Her collaborative leadership will be instrumental as we scale our business, ensuring that our foundational infrastructure remains rock-solid while we continue to deliver deeply personalized, purpose-driven wealth strategies."
Driven by a commitment to modern innovation, Carole is leading efforts to keep Wealth by Design at the forefront of industry technology. She will actively lead the firm’s integration of emerging tools, including artificial intelligence, to streamline complex back-office workflows, accelerate initiative completion, and maximize efficiency - all while upholding the firm's uncompromising standards of accuracy and data integrity.
By reinforcing these back-office systems, Carole’s work ensures that Wealth by Design remains perfectly positioned to adapt, innovate, and continue serving the evolving needs of its clients and advisors for years to come.
