Profilo
Kevin Michael Lutz has founded Resolute Advisors LLC in 2019, where he currently holds the title of Chief Compliance Officer.
He previously worked at BBR Partners LLC as Director of Portfolio & Wealth Advisory from 2014 to 2019 and as Vice President of Portfolio & Wealth Advisory from 2010 to 2014.
Mr. Lutz received his undergraduate degree from St. John Fisher College in 2006.
Posizioni attive di Kevin Lutz
| Società | Posizione | Inizio |
|---|---|---|
Resolute Advisors LLC
 Resolute Advisors LLC Investment ManagersFinance Resolute Advisors LLC, do-business-as Resolute Partners Group (RPG), is a registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kevin Lutz in 2019 and is owned by RPG HoldCo LLC. RPG provides discretionary portfolio management services, comprehensive and conflict-free wealth management advice to high-net-worth individuals, families and their affiliated entities on a fee basis. | Fondatore | 01/01/2019 |
Precedenti posizioni note di Kevin Lutz
| Società | Posizione | Fine |
|---|---|---|
BBR Partners LLC
 BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Corporate Officer/Principal | 01/04/2019 |
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Corporate Officer/Principal | 01/06/2014 |
Formazione di Kevin Lutz
| St. John Fisher College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |
Resolute Advisors LLC
Resolute Advisors LLC Investment ManagersFinance Resolute Advisors LLC, do-business-as Resolute Partners Group (RPG), is a registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kevin Lutz in 2019 and is owned by RPG HoldCo LLC. RPG provides discretionary portfolio management services, comprehensive and conflict-free wealth management advice to high-net-worth individuals, families and their affiliated entities on a fee basis. | Finance |
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