James Winfield Lumberg

Co-Founder & Executive Vice President at Envestnet Asset Management, Inc.

James Winfield Lumberg

James Winfield Lumberg

Co-Founder & Executive Vice President at Envestnet Asset Management, Inc.

Overview
Career Highlights

Envestnet Asset Management, Inc.

RelSci Relationships

690

Number of Boards

1

Birthday

1966

Age

53

Contact Data
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Relationships
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Co-Founder & CIO at Envestnet, Inc.

Relationship likelihood: Strong

Interim Chief Executive Officer at Envestnet, Inc.

Relationship likelihood: Strong

Chief Financial Officer at Envestnet, Inc.

Relationship likelihood: Strong

Chief Legal Officer, General Counsel & Corporate Secretary at Envestnet, Inc.

Relationship likelihood: Strong

Head of School at North Shore Country Day School

Relationship likelihood: Strong

Head of School at North Shore Country Day School

Relationship likelihood: Strong

Chief Operating Officer at Envestnet, Inc.

Relationship likelihood: Strong

Chief Technology Officer at Envestnet, Inc.

Relationship likelihood: Strong

Group President, Envestnet Tamarac at Envestnet, Inc.

Relationship likelihood: Strong

Controller at Envestnet Asset Management, Inc.

Relationship likelihood: Strong

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James Winfield Lumberg
Co-Founder & Executive Vice President at Envestnet Asset Management, Inc.
Education
Class of 1989

The oldest corporation in the Western Hemisphere is the Harvard Corporation, known formally as the President and Fellows of Harvard College. It is the smaller of Harvard’s two governing boards; the other is the Board of Overseers. Following are the members of the Harvard Corporation.

Bachelor's in Business Administration
Class of 1987

Southern Methodist University is a private university near the center of Dallas. SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Career History
Co-Founder & Executive Vice President
1999 - Current

Envestnet Asset Management provides investment advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. For constructing Envestnet's proprietary strategies (PMC and Sigma strategies) and in assisting advisors with selecting asset allocations and portfolio construction Envestnet uses the capital markets assumptions construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes. Envestnet Asset Management can select investment strategies using a variety of search screens on the Envestnet technology platform that are configurable to create advisor specific selection criteria.

Executive Vice President
1999 - Current

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the Envestnet and Envestnet/Yodlee business segments. The Envestnet segment provides wealth management software and services to empower financial advisors and institutions. The Envestnet/ Yodlee segment offers a data aggregation and data intelligence platform for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

Vice President & Director-Fixed Income Funds
1991 - Prior

Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.

Transactions
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Envestnet, Inc. issued Common Stock

Investments
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Envestnet Asset Management Group, Inc., part of Envestnet, Inc., is an American company. The firm provides investment advices.

Other Affiliations
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