Leadership Team
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James Lumberg
Founder
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.
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Jeanne Elliott Enright
Head of Communications
With more than 30 years in brand, communications, and marketing, Jeanne has experience working with investment management, investment banking, and private equity firms.
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Victoria DeLucia
Chief Compliance Officer
Victoria is an experienced Chief Compliance Officer and has served in that capacity and in other senior compliance roles for RIAs and broker-dealers over the course of her 30-year career. She has served as a Chief Compliance Officer to both investment advisers and broker-dealers, and also has extensive experience as a consultant.
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Michael Rosario
Associate
Michael joined SouthCol in 2021 and works with the team on all facets of the business, focused primarily on research, data analytics, marketing, operations, and client service.