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.

Prior to SouthCol, James was the co-founder of Envestnet where he built the second largest impact investing business in the U.S. and was responsible for investment advisory services for foundations and endowments.* During his tenure, Envestnet grew from a start-up to a global platform serving 103,000 advisors with more than $3.8 trillion in assets.*

James earned his undergraduate degree in business administration from Southern Methodist University and an M.B.A. in Government Studies from Harvard University.

James founded the Kilimanjaro English School in Moshi, Tanzania in 2006 which provides an education and day-to-day care to more than 300 students annually. In addition, James serves in leadership positions as a trustee for educational organizations including Garrett Seminary and North Shore Country Day School in Chicago.

James is also pursuing completion of the ‘Explorer’s Grand Slam,’ a challenge to climb the tallest mountain on each of the Earth’s seven continents and to ski to both the North and South Poles.

James and his wife of nearly 30 years reside in Naples and Chicago and they have two daughters.

*As of 12/31/2019

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Victoria Olson

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 25+ 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.

Her prior roles include serving as Broker-Dealer Chief Compliance Officer and AML Compliance Officer at Forethought Financial, where she led all broker-dealer compliance and regulatory projects related to Forethought’s launch of a new business division and was responsible for implementing, monitoring, managing, and testing the overall compliance program.

Prior to Forethought, Victoria was Director of Compliance at Prudential Financial for five years. Previously, she was Senior Compliance Officer supporting the broker-dealer and investment adviser businesses at The Phoenix Companies for 10 years.

Victoria has a B.A. cum laude from the University of Connecticut and also earned the Certified Regulatory and Compliance Professional designation (CRCP issued by FINRA Institute at Wharton). She has completed the Certified Anti-Money Laundering specialist (CAMS) course and earned the Chartered Life Underwriter designation. In addition, Victoria formerly served as Chair of the FINRA District 11 Committee and previously held the FINRA Series 4, 6, 7, 24 and 66 licenses.

In her spare time, Victoria is an enthusiastic military mom, pet lover, traveler, and wine connoisseur. Victoria and her fiancé live in rural Connecticut, ideally situated to enjoy the local vineyards with their grown children.

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Jeanne Elliott Enright

Head of Communications

With more than 30 years in brand, communications, and marketing, Jeanne has extensive experience working with investment management, investment banking, and private equity firms.

Prior to SouthCol, Jeanne was the head of marketing at Adams Street Partners where she was responsible for relaunching the firm’s brand. She spent nine years as chief marketing officer at William Blair & Company and led the firm’s evolution from midwestern brokerage firm to global investment boutique, serving both institutional and retail investors.

Jeanne also had a 13-year tenure at Nuveen Investments, where she held a variety of marketing roles, including head of advertising and brand. She started her career at Kemper Financial Services.

Jeanne is a graduate of Augustana College. A self-described adoption advocate, Jeanne is on the board of the Cradle and resides in the Chicago suburbs with her husband and two teenage children.