Greg Lutzen
Head of RIA Sales at AMG Wealth | Cambridge, Wisconsin, United States
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Greg Lutzen serves as the Director and Regional Manager for the Midwest at AMG Wealth, where he leverages his extensive network within the Registered Investment Advisor (RIA) and Family Office sectors to drive strategic growth and foster meaningful relationships. With a keen understanding of the unique needs of these practices, Greg is dedicated to delivering tailored solutions that align with their investment objectives. His role encompasses overseeing the RIA sales channel, ensuring that AMG Wealth's diverse offerings in both private and public markets are effectively positioned to meet the evolving demands of clients.
At AMG Wealth, Greg is actively involved in key projects that focus on enhancing asset allocation strategies and optimizing investment management processes. His expertise spans a broad spectrum of financial instruments, including private equity, mutual funds, equities, fixed income, and separately managed accounts. By integrating these resources, he aims to provide RIAs with active return-seeking solutions that can enhance portfolio performance and drive client satisfaction.
In addition to his professional pursuits, Greg's background as a football player instills a strong sense of teamwork and leadership in his approach to business. He understands the importance of collaboration in achieving shared goals, whether it’s working with advisors to navigate complex investment landscapes or coordinating with internal teams to deliver exceptional service. With a commitment to adding value and a passion for wealth management, Greg Lutzen continues to be a pivotal figure in the Midwest RIA landscape, ensuring that AMG Wealth remains a trusted partner for financial advisors and their clients.
Head of RIA Sales at AMG Wealth in January 2024 to Present
Regional Sales Director at AMG Wealth in March 2007 to December 2023
Internal Sales Consultant at AMG Wealth in June 2005 to March 2007
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Private Markets
Private Credit
Private Equity
Alternative Investments
Series 7
Mutual Funds
Equities
Investments
Investment Strategies
Fixed Income
Public Speaking
Scuba Diving
Separately Managed Accounts
FINRA
Financial Advisory
Asset Allocation
Investment Management
Asset Management
Series 63
Management
Wealth Management
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What is Greg Lutzen email address?
Email Greg Lutzen at [email protected]. This email is the most updated Greg Lutzen email found in 2026.
What is Greg Lutzen phone number?
Greg Lutzen phone number is +13124158224.
How to contact Greg Lutzen?
To contact Greg Lutzen send an email to [email protected]. If you want to call Greg Lutzen try calling on +13124158224.
What company does Greg Lutzen work for?
Greg Lutzen works for AMG Wealth
What is Greg Lutzen's role at AMG Wealth?
Greg Lutzen is Head of RIA Sales
Greg Lutzen Email Addresses
Greg Lutzen Phone Numbers
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