CoverProfile

James W. Lumberg

Founder

Southcol Advisors LLC

United States, Florida, Naples

About Me

Following a successful 30+ year business career, James founded SouthCol Advisors with the intent of utilizing his experience in designing investment programs that empower stewardship. Prior to SouthCol, James co-founded Envestnet and served as its Executive Vice President for the first 20 years of the firm’s growth and innovation. During James’ tenure, Envestnet grew from a start-up idea to a NYSE publicly-traded company that today has more than $5.1 trillion in assets under management. Two highlights of his tenure include building and leading one of the Industry’s largest impact investing programs and developing Envestnet’s services for mission-based foundations and endowments.* James ea

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Profile Information

Founder

Southcol Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Naples

Florida

United States

Aug 12, 2024

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