Profil
Mr. John A.
Lumbard, CFA, is a Founder, Managing Member & Portfolio Manager at Lumbard & Kellner LLC.
He founded the firm at its current Hollis location, in 1990.
Mr. Lumbard started his career as a bond clerk and preferred-stock trader, on Wall Street with Reynolds Securities.
After three years in retail brokerage with Dean Witter Reynolds he moved to the portfolio management and trust side of the business as an investment officer for First Bank, for the Rhode Island Hospital Trust, and for the Indian Head National Bank.
He has a bachelor's degree in Economics from Colby, and received his Chartered Financial Analyst designation (the professional designation of investment management and research) in 1984.
Postes actifs de John Ashmore Lumbard
| Sociétés | Poste | Début |
|---|---|---|
Lumbard & Kellner LLC
 Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner LLC is an independent registered investment advisor and wealth management firm headquartered in Hollis, New Hampshire. The firm was founded by John Lumbard in 1990. Lumbard & Kellner offers focused and unique investment management services to individuals and institutions. | Fondateur | 01/01/1990 |
Anciens postes connus de John Ashmore Lumbard
| Sociétés | Poste | Fin |
|---|---|---|
| Fleet Bank-NH | Corporate Officer/Principal | - |
First Bank & Trust Co. (Virginia)
 First Bank & Trust Co. (Virginia) Investment ManagersFinance First Bank & Trust Company (FBT) is a full service banking and wealth management firm headquartered in Abingdon, Virginia. They also have offices in Lebanon, Bristol, Staunton, Harrisonburg, Christiansburg, Wise, Norton, Verona, Wytheville, Lynchburg, Richmond, Johnson City, Kingsport and Gray | Corporate Officer/Principal | - |
Rhode Island Hospital Trust National Bank
 Rhode Island Hospital Trust National Bank Major BanksFinance Rhode Island Hospital Trust National Bank provides banking services. The private company is based in Providence, RI. | Corporate Officer/Principal | - |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Formation de John Ashmore Lumbard
| Colby College | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Lumbard & Kellner LLC
Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner LLC is an independent registered investment advisor and wealth management firm headquartered in Hollis, New Hampshire. The firm was founded by John Lumbard in 1990. Lumbard & Kellner offers focused and unique investment management services to individuals and institutions. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
First Bank & Trust Co. (Virginia)
First Bank & Trust Co. (Virginia) Investment ManagersFinance First Bank & Trust Company (FBT) is a full service banking and wealth management firm headquartered in Abingdon, Virginia. They also have offices in Lebanon, Bristol, Staunton, Harrisonburg, Christiansburg, Wise, Norton, Verona, Wytheville, Lynchburg, Richmond, Johnson City, Kingsport and Gray | Finance |
Rhode Island Hospital Trust National Bank
Rhode Island Hospital Trust National Bank Major BanksFinance Rhode Island Hospital Trust National Bank provides banking services. The private company is based in Providence, RI. | Finance |
| Fleet Bank-NH | Finance |
