Assets Under Management AUM

BNY Mellon Wealth Management Appoints Gary Lutz as Regional Director, Western Region Private Banking | Colorado

DENVER, 25 August 2021 / PRNewswire / – BNY Mellon Wealth Management appointed Gary Lutz as Regional Director, West Region Private Banking. In this role, he oversees banking and credit services for individuals, entrepreneurs, endowments and foundations. It is based at Denver and relate to Rick calero, responsible for banking and credit, and Robert kricena, President, Western Region.

Gary joins BNY Mellon Wealth Management after leaving Century Bank, where he most recently served as Executive Vice President / Regional President and previously served as Executive Vice President – Trust & Wealth Management and Northern New Mexico Commercial Banking. Prior to joining Century Bank, he was President of the Commercial Banking Products and Services Group at First Western Trust and President of JFG Wealth Management. He also held various national and regional leadership and commercial banking positions during his three decades at Wells Fargo.

“Gary is a welcome addition to our private banking team with his extensive wealth management and commercial banking experience gained over a three-decade career,” said Kricena. “His track record of success with regional and national banks leading client-centric teams will be invaluable in our efforts to expand banking growth in the Western region, while strengthening our active wealth management framework. . “

He obtained a Bachelor of Science in Business Administration and Finance from the University of Colorado at Boulder. Gary currently sits on the board of directors and is a member of the executive committee of the Santa Fe Symphony Orchestra and Chorus. He is also a member of the Denver Art Museum Development Committee.

ABOUT BNY MELLON WEALTH MANAGEMENT

For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and businesses, planned giving programs, as well as endowments and foundations. As of June 30, 2021, its total client assets were $ 305 billion and an extensive network of offices in the United States and abroad. BNY Mellon Wealth Management, which provides leading wealth management advice in the areas of investments, banking, custody and estate and estate planning, operates through various operating subsidiaries of The Bank of New York Mellon Corporation. A business unit of Wealth Management, BNY Mellon Investor Solutions comprises the Company’s institutional multi-asset solutions business. He has $ 31.6 billion in AUM / AUA from June 30th, 2021 and enter the rapidly growing OCIO market. For more information, visit www.bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

BNY Mellon is a global investment firm dedicated to helping clients manage and maintain their financial assets throughout the investment lifecycle. Whether providing financial services to institutions, corporations or individual investors, BNY Mellon provides informed investment and wealth management and investment services in 35 countries. From June 30, 2021, BNY Mellon had $ 45 trillion assets under custody and / or administration; and $ 2.3 trillion in assets under management. BNY Mellon can serve as a single point of contact for clients looking to create, negotiate, own, manage, maintain, distribute or restructure investments. BNY Mellon is the corporate mark of Bank of New York Mellon Corporation (NYSE: BK).

SOURCE BNY Mellon Wealth Management

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