James W. L.

Founder at SouthCol Advisors

Role
Founder at Southcol Advisors
Location
Naples, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About James W. L.

Following a 20-year career as co-founder of Envestnet, I established SouthCol Advisors to serve in new and different ways. SouthCol is an investment firm focused on empowering mission-based foundations and endowments with a goal of helping to change the world in positive ways. I am passionate about global stewardship, impact investing, and service to others.As co-founder of the Kilimanjaro Children\'s Foundation in Tanzania, I am constantly energized by the transformative power of education and investment in others. My philanthropic work and leadership of mission-based boards underscored for me the importance of disciplined fiduciary governance, mission-aligned investing, and accountability to stakeholders as core tenets of successful stewardship. The profound experiences of exploration and having reached the highest point on every continent on Earth fuels my commitment to our planet and respect for a global diversity of communities and cultures.

Experience

  1. Founder

    Southcol Advisors

    Mar 2020 — Present

Education

  • Southern Methodist University

    Bachelor of Business Administration, Edwin L. Cox School of Business

    1987

  • Harvard University

    Master of Arts, Graduate School of Arts and Sciences

    1989

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James W. L. — Founder at Southcol Advisors in Naples, FL, US | Unifers