Gary Lutz Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

Lead 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.

Santa Fe, New Mexico Area

Led 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.

Santa Fe, New Mexico

Responsible for Century Bank's Trust & Asset Management division and Northern New Mexico Commercial Banking.

Greater Denver Area

Led 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.

Greater Denver Area

For 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.

Led 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.

Led 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.

Oversaw 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.