Gary Lutz Email and Phone Number
Accomplished Banking Executive | Transformation Catalyst | Revenue Growth | Inclusive LeadershipWith a versatile background spanning private, community, commercial and mortgage banking, along with wealth management, trust and estate, investments, insurance, retirement plan services and operations, I bring a unique blend of expertise to every role. My passion for collaborative cultures and unwavering integrity defines my leadership philosophy. Fueled by boundless curiosity and energy, I consistently deliver substantial revenue growth and inspire teams to exceed targets. Driving transformation and shaping organizational culture have become the hallmarks of my contributions. With a commitment to inclusivity, I foster a collaborative environment that leverages individual strengths and team collaboration.Key Accomplishments:► Merging rival commercial banking and wealth management units, I crafted high-performance teams driving double-digit annual net income increases.► Orchestrating a bank-wide digital transformation amid COVID-19 to accept and service PPP loan applications, I ensured seamless operations and uninterrupted customer service.► Integrating acquisitions and optimizing product line teams to achieve double-digit YoY revenue growth and expense reduction.My journey as a banking executive reflects my deep commitment to cultivating excellence through collaborative cultures, strategic insight, and unwavering integrity. Serving my community is an important part of who I am. I currently serve the community through board, committee, and volunteer roles with the following organizations: Denver Art Museum, Volunteers of America, University of Colorado, Leeds School of Business, and The Santa Fe Symphony Orchestra & Chorus.I have a bachelor of science from the Leeds School of Business at the University of Colorado, Boulder.My areas of expertise include:Community Banking | Commercial Banking | Private Banking | Wealth Management | Mortgage Banking | Business Growth Strategy | P & L Ownership | Mergers & Acquisitions | Acquisition Integration | Data Analytics | Product Management | Digital Service Delivery | Team Leadership | Business Transformation
Bny Wealth
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Regional Director, Head Of Private Banking - West & Central RegionsBny Wealth Jun 2021 - PresentDenver, Colorado, United StatesLead banking teams in Washington, California, Colorado, Illinois and Texas, providing ultra-high net worth individuals and families, endowments and foundations with customized lending and cash management solutions designed to meet a broad range of financial goals. Financing options include commercial real estate, life insurance premiums, investment secured lines of credit, aircraft and letters of credit. Capital call liquidity lines of credit for long-standing and large private equity funds are also offered by BNY Mellon Wealth Management’s banking team. Our bankers closely partner with investment, planning and trust colleagues to provide clients with a dedicated relationship team committed to meeting their comprehensive wealth management needs.
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Evp / Regional PresidentCentury Bank Feb 2019 - Jun 2021Santa Fe, New Mexico AreaLed Century Bank's Trust & Asset Management division, Retail Banking group (including branch banking, consumer lending & call center), Corporate Marketing & Facilities and Northern New Mexico Commercial Banking. -
Executive Vice President - Trust & Wealth Management And Northern New Mexico Commercial BankingCentury Bank Aug 2018 - Jan 2019Santa Fe, New MexicoResponsible for Century Bank's Trust & Asset Management division and Northern New Mexico Commercial Banking.
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President, Product Group & Commercial BankingFirst Western Trust May 2017 - Jul 2018Greater Denver AreaLed First Western’s product line teams supporting client relationships served through ten offices across four states in the areas of employee benefits / retirement plan services, wealth planning, trust & estate, investment services, insurance services, mortgage banking, commercial banking and treasury management. Was responsible for First Western’s corporate marketing and sales management / business development organizations. -
PresidentJfg Wealth Management, Llc. Aug 2016 - Apr 2017Greater Denver AreaFor over 15 years, Johnson Financial Group, a multi-family office headquartered in Denver, has simplified the complex lives of ultra high net worth families, helping them achieve clarity around their financial, philanthropic and wealth transfer goals. Recognizing that high net worth families face similar challenges, JFG Wealth Management was established in 2016 as a subsidiary of the family office. JFG Wealth offers a broader circle of high net worth families unparalleled holistic wealth planning and access to the same best-of-breed, unbiased managers and investment strategies that have been employed for the family office clients. JFG Wealth clients will enjoy access to exclusive alternative investment offerings, lower fees and high-touch service.
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Evp & Regional Managing DirectorWells Fargo 2007 - 2016Led and developed a staff of 241 professionals, including 10 SVP direct reports, responsible for meeting the needs of affluent, high and ultra-high net worth clients. Accountable for the group’s budgeting, P&L, balance sheet, client experience, risk, compliance, business development, sales management, credit administration and day-to-day relationship management serving over 6,000 clients across eight Private Bank offices and approximately 35 branch locations. -
Evp & Regional Manager – Commercial Banking (Co, Wy & Mt)Wells Fargo 2003 - 2007Led and managed a team of commercial banking professionals, including 3 senior manager direct reports, partnering in a highly matrixed structure across multiple product lines including community banking, credit administration, equipment leasing, treasury management, institutional investments, employee benefits / retirement solutions, international services, investment banking, and hedging & risk management tools. Provided financial services solutions for diverse commercial & industrial businesses, foundations, governmental entities and educational institutions in Colorado, Wyoming and Montana. Accountable for overall business management including annual budgeting, P&L, balance sheet, client service, risk, compliance, business development, credit administration and day-to-day client relationship management.
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Senior Vice President & National Sales ManagerWells Fargo 1998 - 2004Oversaw the company's national commercial banking business development organization, with a team of 5 regional sales managers and 59 business development officers across 18 states. Replaced ineffective CRM and sales management and coaching program with one that facilitated significant growth following the Norwest / Wells Fargo merger. Increased pre-tax profit and new customer acquisition by at least 10% per year.
Gary Lutz Education Details
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B.S., Business Administration / Finance
Frequently Asked Questions about Gary Lutz
What company does Gary Lutz work for?
Gary Lutz works for Bny Wealth
What is Gary Lutz's role at the current company?
Gary Lutz's current role is Financial Services Executive / Wealth Management / Commercial, Community & Private Banking / Change Agent / Revenue Growth / Community Steward / Integration / Team Optimization.
What schools did Gary Lutz attend?
Gary Lutz attended University Of Colorado Boulder - Leeds School Of Business.
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