James Winfield Lumberg
Fondateur chez ENVESTNET, INC.
Postes actifs de James Winfield Lumberg
Sociétés | Poste | Début | Fin |
---|---|---|---|
ENVESTNET, INC. | Fondateur | 01/01/1999 | - |
Corporate Officer/Principal | 02/08/2010 | - |
Historique de carrière de James Winfield Lumberg
Anciens postes connus de James Winfield Lumberg
Sociétés | Poste | Début | Fin |
---|---|---|---|
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Fondateur | 01/01/1999 | 01/05/2020 |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance 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. | Corporate Officer/Principal | - | - |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Corporate Officer/Principal | - | - |
Formation de James Winfield Lumberg
Southern Methodist University | Undergraduate Degree |
Harvard University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Corporate Officer/Principal | 3 |
Founder | 2 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Technology Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
---|---|
ENVESTNET, INC. | Technology Services |
Entreprise privées | 3 |
---|---|
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Finance |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance 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. | Finance |
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