Symmetric Rankings
Have Been Featured In

About Jean A. Lumbard of LUMBARD & KELLNER LLC

Jean A. Lumbard is Member at Lumbard & Kellner Llc and has been affiliated with Lumbard & Kellner Llc since April-1990.

Lumbard & Kellner Llc is an investment advisor that manages 154.6 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions. The managers's latest filing has disclosed 122MM in positions, which represents 79% of the manager's regulatory AUM.

For more on Lumbard & Kellner Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -1.7%/yr

Co-workers of Jean A. Lumbard at LUMBARD & KELLNER LLC

Name Title In Position Since
John A. Lumbard Manager April-1990
Gordon A. Russell Member April-1990
Michael A. Collora Member April-1990
Peter B. Coz Member April-1990
Drew D. Kellner Member, Chief Compliance Officer June-2005
Anne Russell Member June-2013

LUMBARD & KELLNER LLC Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 7.56022% ETF 2.96% 2.67% 0.02% 0 8%
PRU 4.24889% Financials 17.63% 6.39% 0.41% 0 15%
Unlock Positions and Returns Details

Jean A. Lumbard Office Address

HOLLIS, New Hampshire
UNITED STATES, 03049-0749

Jean A. Lumbard Contact Information

Phone Number: 603-465-7700
Fax Number: 603-465-7774



The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here