James Winfield Lumberg
Founder at ENVESTNET, INC.
Network origin in James Winfield Lumberg first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James Winfield Lumberg via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | |
| University of Nebraska | College/University | Graduate Degree | |
| CHINA EASTERN AIRLINES CORPORATION LIMITED | Airlines | Director/Board Member | |
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 | |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
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 | |
| Stanford University | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| CONVENIENCE RETAIL ASIA LIMITED | Food: Specialty/Candy | Director/Board Member | |
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 | |
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 | |
| University of Hong Kong | College/University | Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| Wellesley College | College/University | Undergraduate Degree Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
National Academy of Medicine (United States)
 National Academy of Medicine (United States) Miscellaneous Commercial ServicesCommercial Services The National Academy of Medicine (United States) is based in Washington and is focused on improving the health and well-being of individuals through various initiatives. These initiatives include the clinician well-being collaborative, which aims to accelerate the implementation of a national plan for health workforce well-being, and the development of a code of conduct for the use of artificial intelligence in health care. The organization also provides resources to support meaningful community engagement in health and health care programs and policies. Recently, the National Academy of Medicine announced the appointment of Mandy Cohen, a member of the organization, as the director of the Centers for Disease Control and Prevention. Additionally, the organization has released a publication celebrating 50 years of progress in biomedical science, health, and health care. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Diabetes Research Institute Foundation, Inc.
 Diabetes Research Institute Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Diabetes Research Institute Foundation provides diabetes research services. They provide an array of diabetes management and education activities for patients and their families. They have evolved into a coalition of caring parents, business leaders, families, celebrities, scientists, clinicians and individuals who support the Diabetes Research Institute's efforts. The company was founded by David Sherr in 1971 and is headquartered in Miami, FL. | Miscellaneous Commercial Services | Director/Board Member | |
| CHOW TAI FOOK JEWELLERY GROUP LIMITED | Other Consumer Specialties | Director/Board Member | |
| Harvard Medical School | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Tiburon Strategic Advisors LLC
 Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA. | Miscellaneous Commercial Services | Chief Executive Officer | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 | |
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 | |
| University of Colorado Denver | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The private company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
| University of Colorado Boulder | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
Advisor Credit Exchange LLC
 Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA. | Internet Software/Services | Director/Board Member Director/Board Member | |
| MIMEDX GROUP, INC. | Medical Specialties | Director of Finance/CFO Director/Board Member | |
Fiduciary Exchange LLC
 Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University Court | Corporate Officer/Principal |
Statistics
International
| United States | 45 |
| Hong Kong | 3 |
| China | 2 |
| Cayman Islands | 2 |
Sectoral
| Consumer Services | 24 |
| Finance | 14 |
| Commercial Services | 6 |
| Technology Services | 3 |
| Transportation | 2 |
Operational
| Director/Board Member | 444 |
| Corporate Officer/Principal | 215 |
| Independent Dir/Board Member | 203 |
| Undergraduate Degree | 93 |
| Founder | 51 |
Most connected contacts
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 69 |
| Yun Kuen Wong | 29 |
| Andreas Stavropoulos | 29 |
| Carolyn Bertozzi | 28 |
| Gregory Verdine | 25 |
| Anil Arora | 23 |
| Gregory Smith | 23 |
| Yves Sisteron | 23 |
| Francesca Cornelli | 21 |
| Gayle Crowell | 21 |
| Luis Aguilar | 21 |
| James Fox | 20 |
| Wing Yee Fung | 19 |
| Wendy Lane | 18 |
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