Joseph M. Lumarda

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"Joseph M. Lumarda, M.B.A., has been a director on the Board of The California Wellness Foundation since September 2014. He served as vice chair in 2016-2017 and was elected chair in December 2018. Lumarda is senior vice president and investment counselor for Capital Group Private Client Services, which provides investment management and financial planning services for individuals, families, trusts, foundations and nonprofit institutions." [1]

Joe Lumarda "is currently senior vice-president and investment counselor with the Capital Guardian Group, a private corportation. Before working with Capital Group, Mr. Lumarda was the Executive Vice President & Chief Operating Officer at the California Community Foundation. He chaired the foundation’s management team and oversaw its asset development program and donor advised fund grantmaking.

"Mr. Lumarda began at the Foundation in 1990 as a Program Officer in the area of children and youth, was appointed Vice President for Development in 1991, and named Executive Vice President, External Affairs in 1997.

"Before coming to the foundation Mr. Lumarda served three years as an officer in the U.S. Navy flying in the tactical navigator seat of the P-3 Orion aircraft. Prior to the Navy, he was the Campaign Associate and then became the Associate Director of Government Relations and for the United Way of Orange County. In 2000, Joe was named a German Marshall Fund Community Foundation Fellow. This fellowship sent him to Poland, where he studied and consulted with this country’s growing community foundation movement.

"Mr. Lumarda is a board member of the Saint Joseph Health System Foundation, Southern California Grantmakers, Coro Southern California, the Peter F. Drucker Graduate School of Management and the Council on Foundations Community Foundation Leadership Team. He is also a board member of Endowments, Inc., a mutual fund company serving nonprofit organizations nationwide. In 1983, he graduated from the Coro Foundation Orange County Public Affairs Leadership Program.

"Mr. Lumarda received his Bachelor of Arts degree in philosophy at Saint John’s Seminary College in Camarillo, California. In 1999, he attained an Executive Masters in Business Administration at the Peter F. Drucker Graduate Management Center at Claremont Graduate University." [1]

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  1. Joseph M. Lumarda, Synergos Institute, accessed March 11, 2010.