James Winfield Lumberg
Gründer bei ENVESTNET, INC.
Ursprung des Netzwerks ersten Grades von James Winfield Lumberg
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.
423
| College/University | Other Consumer Services | 423 |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services 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.
165
| College/University | Other Consumer Services | 165 |
| Public Company | Packaged Software | 61 | |
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.
43
| Subsidiary | Investment Managers | 43 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von James Winfield Lumberg
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Omega Advisors, Inc.
 Omega Advisors, Inc. Investment ManagersFinance Omega Advisors, Inc. is an independent family office headquartered in New York City. The firm was founded by Leon G. Cooperman in 1991 as a hedge fund firm and converted into a family office in 2018. | Investment Managers | Portfolio Manager-Equities | |
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. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Harvest Management LLC
 Harvest Management LLC Investment ManagersFinance Harvest Management LLC (Harvest) is an independent registered hedge fund manager headquartered in New York City. The firm was founded by J. Morgan Rutman in 1993. Harvest manages assets on a discretionary basis in two private investment funds and one managed account. | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Strategic Financial Services, Inc. (New York)
 Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Investment Managers | President | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Doctorate Degree | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| YODLEE INC | Data Processing Services | Director/Board Member Chief Executive Officer | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Undergraduate Degree | |
| Fairfield University | College/University | Director/Board Member Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| The Pennsylvania State University | College/University | Masters Business Admin | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Chief Executive Officer Director of Research - Equity Chief Investment Officer | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Colorado Denver | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| MIMEDX GROUP, INC. | Medical Specialties | Director of Finance/CFO Director/Board Member | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Medical School | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
The Research Foundation of The State University of New York
 The Research Foundation of The State University of New York Investment ManagersFinance Research Foundation of the State University of New York Raises funds, promotes research, and administers gifts and grants that support the educational activities. It focuses on research and other sponsored programs funded by federal and state governments, private sector companies and nonprofit foundations. The company was founded by John B. Fitzgibbons in 1951 and is headquartered in Albany, NY. | Investment Managers | Chairman Director/Board Member | |
| University of Colorado Boulder | College/University | Undergraduate Degree Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| Wellesley College | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Cigna Group Insurance | Corporate Officer/Principal | ||
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Lincoln Square Capital Management LLC
 Lincoln Square Capital Management LLC Investment ManagersFinance Lincoln Square Capital management LLC is an independent hedge fund manager headquartered in New York City. The firm was founded by Samuel Hoffman and Peter Seuss in 2008. They manage private investment funds for high net-worth investors. | Investment Managers | Chief Executive Officer | |
Shanghai Ambrosia Pharmaceuticals Co., Ltd.
 Shanghai Ambrosia Pharmaceuticals Co., Ltd. Pharmaceuticals: MajorHealth Technology Shanghai Ambrosia Pharmaceuticals Co., Ltd. develops and manufactures pharmaceutical products. Its products include anti-inflammation drugs to treat leucopenia, hepatitis and viral infections, inflammation, rheumatoid arthritis, asthma and autoimmune diseases. The company was founded by Junying Yuan, Xin-Yuan Fu, Jun Liu and Qiang Yu in 2002 and is headquartered in Pudong, China. | Pharmaceuticals: Major | Founder | |
| Fudan University | College/University | Undergraduate Degree | |
LG&E & KU Energy LLC
 LG&E & KU Energy LLC Internet Software/ServicesTechnology Services LG&E & KU Energy LLC provides energy and utility services. It generates electricity from coal, oil and gas, and hydro energy sources. The firm is a diversified energy services company, which is a member of the PPL family of companies. It offers energy and utility services to residential and business customers. The company was founded in 1990 and is headquartered in Louisville, KY. | Internet Software/Services | Corporate Officer/Principal | |
American Academy of Arts & Sciences
 American Academy of Arts & Sciences Miscellaneous Commercial ServicesCommercial Services The American Academy of Arts & Sciences is an organization that honors excellence and brings together leaders. The non-profit company is based in Cambridge, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Shanghai Institute of Organic Chemistry | College/University | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 47 |
| China | 4 |
Sektoral
| Finance | 22 |
| Consumer Services | 22 |
| Commercial Services | 3 |
| Technology Services | 3 |
| Health Technology | 3 |
Operativ
| Director/Board Member | 439 |
| Corporate Officer/Principal | 196 |
| Independent Dir/Board Member | 195 |
| Undergraduate Degree | 95 |
| Founder | 68 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 68 |
| Yun Kuen Wong | 29 |
| Andreas Stavropoulos | 29 |
| Gregory Verdine | 25 |
| Gregory Smith | 24 |
| John E. Carter | 23 |
| Anil Arora | 23 |
| Yves Sisteron | 23 |
| Luis Aguilar | 21 |
| Gayle Crowell | 21 |
| Francesca Cornelli | 21 |
| James Fox | 20 |
| Barbara Turner | 18 |
| Wendy Lane | 18 |
- Börse
- Insiders
- James Winfield Lumberg
- Unternehmensverbindungen
