Joe Lumarda


Senior Vice President/Investment Counselor, Capital Guardian Trust Company – Personal Investment Management

Mr. Lumarda is a Senior Vice president/Investment Counselor for Capital Guardian Trust Company’s Personal Investment Management Division. In this role, he serves the investment management and trust needs of high net worth individuals and families, as well as foundations and institutions.

Prior to starting at the Capital Guardian Trust Company, Mr. Lumarda served as Executive Vice President and Chief Operating Officer at the California Community Foundation, where he worked between 1990 and 2006. He chaired the Foundation’s management team and oversaw its asset development program and donor advised fund grant-making.

Mr. Lumarda served for three years as an officer in the U.S. Navy. Prior to the Navy, he was Associate Director of Government Relations and Campaign Associate for the United Way of Orange County. He is a graduate of the Coro Foundation Orange County Public Affairs Leadership Program. Mr. Lumarda also serves as a board member of several organizations, including the Saint Joseph Health System Foundation Center for Nonprofit Management, Ayala Foundation USA, Barnhart School and the Peter F. Drucker Graduate School of Management. In 2000 Mr. Lumarda 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 received his Bachelor’s in Philosophy at Saint John’s Seminary College in Camarillo, California, and his Executive M.B.A. at the Peter F. Drucker Graduate Management Center at the Claremont Graduate University.