James Lumberg

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Envestnet Wealth Solutions Team

James Lumberg

Co-Founder, Emeritus

Jim co-founded Envestnet and served as its Executive Vice President for the first 20 years of the firm’s growth and innovation. Highlights of Jim’s 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. Today, as Co-Founder Emeritus, Jim has established a new firm, SouthCol Advisors. In collaboration with Envestnet, SouthCol is developing solutions that advance the firm’s commitment to financial wellness.