Management Team
Envestnet is led by a team of experienced financial professionals who understand the business needs of the independent financial advisor. With an average of more than 20 years of industry experience, we are able to provide unusual clarity and vision in defining and delivering the products, technology, and services necessary for independent advisors to meet the growing expectations of affluent investors.
Our management team oversees more than 400 professionals at offices in Boston, Chicago, Denver, New York, Silicon Valley, and Trivandrum, India.
James Lumberg Co-Founder, Managing Director, Envestnet
James is responsible for developing new markets to deploy the Envestnet platform and wealth advisory services.
Prior to joining Envestnet, James was Vice President and Director, Fixed Income Funds for the John Nuveen Company since 1990, where he worked extensively with financial advisors in developing and implementing service and support programs that responded to the evolving demands of financial intermediaries. Prior to this position, James was a portfolio manager responsible for the day-to-day management of five fixed income mutual funds with assets totaling over $1.5 billion. As a portfolio manager, James consistently achieved top decile investment returns and was twice recognized by Lipper Analytical Services as the top-performing manager in his peer group.
In 1987, James earned his undergraduate degree in business administration from Southern Methodist University and in 1989 earned an M.A. in government studies from Harvard University.
