James Lumberg

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60 year

Finance

Consumer Services

Technology Services

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James Winfield Lumberg was the founder of Envestnet, Inc., founded in 1999, where the title held was Executive Vice President-Business Development from 2011 to 2013.
Mr. Lumberg was the founder of Envestnet Asset Management, Inc., founded in 1999, where the title held was Executive Vice President from 1999 to 2020.
Former jobs include Director-Fixed Income Funds at Nuveen Investments, Inc. and Vice President & Director of Fixed Income at Nuveen Asset Management LLC.
Education history includes an undergraduate degree from Southern Methodist University conferred in 1987 and a graduate degree from Harvard University conferred in 1989.

Former positions of James Lumberg

Companies	Position	End
Envestnet Asset Management, Inc. Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides 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. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction.	Founder	01/05/2020
Nuveen Investments, Inc. Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors	Corporate Officer/Principal	-
Nuveen Asset Management LLC Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.	Corporate Officer/Principal	-
ENVESTNET, INC.	Founder	-

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Linked companies

Private companies	6
Nuveen Investments, Inc. Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors	Finance
Southern Methodist University Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Envestnet Asset Management, Inc. Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides 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. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction.	Finance
Envestnet, Inc. Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform	Technology Services
Nuveen Asset Management LLC Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.	Finance