Anne Russell is a control person of Lumbard & Kellner and directly owns between 10% and 25% of it.
Lumbard & Kellner is an investment adviser based in Hollis, NH, registered with the SEC since 2003. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $444 million, as filed on 16 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6313796
- Firm
- Lumbard & Kellner · CRD 117196
- Role
- Member
- In role since
- June 2013 · 13 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Hollis, NH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Anne Russell work?
Anne Russell has held the title Member at Lumbard & Kellner, LLC since June 2013, and is a control person of the firm.
How can I verify Anne Russell’s record?
Anne Russell’s role is listed on Lumbard & Kellner, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 117196.
