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Gary Lutz
Regional Director, Head Of Private Banking - West & Central Regions at Bny Wealth
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Work Experience
Regional Director, Head Of Private Banking - West & Central Regions
Jun 2021 - Present · 3 years and 6 months
Aug 2018 - Jun 2021 · 2 years and 10 months
Evp / Regional President
Feb 2019 - Jun 2021 · 2 years and 4 months
Executive Vice President - Trust & Wealth Management And Northern New Mexico Commercial Banking
Aug 2018 - Jan 2019 · 5 months
Company Details
10000+ Employees
For over 240 years, we’ve been helping our clients build, manage and sustain their wealth. Today, with approximately $300B in total private client assets and backed by $2.0T in assets under management overall, we are uniquely positioned to bring our wealth management solutions to accomplished individuals, family offices, planned giving programs, endowments and foundations. Our multidisciplinary Active Wealth approach is structured around five core strategies and utilizes the same practices and discipline employed in institutional asset management. This helps ensure that every financial decision actively and intentionally powers our clients’ goals. It’s this kind of thinking that leads to enduring relationships that span generations. So, what do you want your wealth to do for you? Learn more at bnymellonwealth.com. BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. Includes AUM and AUC/A in the Wealth business. As of March 31, 2024. Excludes securities lending cash management assets and assets managed in the Investment Services business.
Year Founded
1784
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
200 Park Avenue New York, NY 10166, US
Keywords
Wealth ManagementInvestment ManagementWealth & Estate PlanningPrivate BankingEndowments and FoundationsFamily Office ServicesPlanned Giving ServicesGlobal CustodyGenerational Wealth TransferBusiness Transitions
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