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Profile
Mr. John A.
Lumbard, CFA, is a Founder, Managing Member & Portfolio Manager at Lumbard & Kellner LLC.
He founded the firm at its current Hollis location, in 1990.
Mr. Lumbard started his career as a bond clerk and preferred-stock trader, on Wall Street with Reynolds Securities.
After three years in retail brokerage with Dean Witter Reynolds he moved to the portfolio management and trust side of the business as an investment officer for First Bank, for the Rhode Island Hospital Trust, and for the Indian Head National Bank.
He has a bachelor's degree in Economics from Colby, and received his Chartered Financial Analyst designation (the professional designation of investment management and research) in 1984.
John Ashmore Lumbard active positions
Companies | Position | Start |
---|---|---|
Lumbard & Kellner LLC
![]() Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner LLC is an independent registered investment advisor and wealth management firm headquartered in Hollis, New Hampshire. The firm was founded by John Lumbard in 1990. Lumbard & Kellner offers focused and unique investment management services to individuals and institutions. | Founder | 1989-12-31 |
Former positions of John Ashmore Lumbard
Companies | Position | End |
---|---|---|
Fleet Bank-NH | Corporate Officer/Principal | - |
First Bank & Trust Co. (Virginia)
![]() First Bank & Trust Co. (Virginia) Investment ManagersFinance First Bank & Trust Company (FBT) is a full service banking and wealth management firm headquartered in Abingdon, Virginia. They also have offices in Lebanon, Bristol, Staunton, Harrisonburg, Christiansburg, Wise, Norton, Verona, Wytheville, Lynchburg, Richmond, Johnson City, Kingsport and Gray | Corporate Officer/Principal | - |
Rhode Island Hospital Trust National Bank
![]() Rhode Island Hospital Trust National Bank Major BanksFinance Rhode Island Hospital Trust National Bank provides banking services. The private company is based in Providence, RI. | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Training of John Ashmore Lumbard
Colby College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Lumbard & Kellner LLC
![]() Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner LLC is an independent registered investment advisor and wealth management firm headquartered in Hollis, New Hampshire. The firm was founded by John Lumbard in 1990. Lumbard & Kellner offers focused and unique investment management services to individuals and institutions. | Finance |
Dean Witter Reynolds, Inc. | Finance |
First Bank & Trust Co. (Virginia)
![]() First Bank & Trust Co. (Virginia) Investment ManagersFinance First Bank & Trust Company (FBT) is a full service banking and wealth management firm headquartered in Abingdon, Virginia. They also have offices in Lebanon, Bristol, Staunton, Harrisonburg, Christiansburg, Wise, Norton, Verona, Wytheville, Lynchburg, Richmond, Johnson City, Kingsport and Gray | Finance |
Rhode Island Hospital Trust National Bank
![]() Rhode Island Hospital Trust National Bank Major BanksFinance Rhode Island Hospital Trust National Bank provides banking services. The private company is based in Providence, RI. | Finance |
Fleet Bank-NH | Finance |
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