Greg Lutzen

Director Midwest Territory @AMG Wealth

Cambridge, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2005 — Present

Director Midwest Territory @AMG Wealth

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Affiliated Managers Group, Inc. is a global asset management company, which operates through a diverse group of premier boutique investment firms. AMG’s unique partnership approach aligns incentives through equity ownership and preserves the entrepreneurial orientation that distinguishes the most successful investment management firms. AMG Funds represent both investment vehicles from some of AMG\'s affiliates as well as non AMG affiliate open architecture subadvised mutual funds.

EDUCATION

2001 — 2005

Northwestern University

Bachelor of Science in Communication, Minor in Business Institutions

SKILLS

Investment StrategiesSeries 63ManagementSeries 7Asset AllocationFinancial AdvisoryWealth ManagementAsset ManagementFixed IncomeScuba DivingMutual FundsInvestmentsInvestment ManagementPublic SpeakingSeparately Managed AccountsFinraAlternative InvestmentsEquities

ABOUT GREG LUTZEN

I have a vast network of contacts in the RIA & Family Office areas. My goal is to add…

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