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    Wick Lutz, CFA

    Private Wealth Management at Goldman Sachs

    Wick Lutz, CFA is a seasoned financial professional currently serving as the Vice President of Private Wealth Management at Goldman Sachs.2 In this role, he leads an advisory team that provides comprehensive wealth management solutions to ultra-high net worth clients, encompassing investments, lending, and family office services.

    Career Background

    Wick has spent his entire career in wealth management, gaining extensive experience in serving affluent clients.2 Prior to his current position at Goldman Sachs, he worked in Private Banking at J.P. Morgan.3 He also gained valuable experience in Leveraged Finance at Goldman Sachs within the Bank Debt Portfolio Group.

    Education and Qualifications

    • Wick holds a Bachelor of Science in Economics from Depauw University.
    • He has earned the Chartered Financial Analyst (CFA) designation, demonstrating his expertise in investment analysis and portfolio management.2

    Professional Achievements

    As a testament to his expertise and leadership in the field, Wick serves as a member of the Private Wealth Management Advisor's Council. This role showcases his commitment to excellence and industry leadership.

    Location and Connections

    Wick is based in the Greater Chicago Area and has over 500 connections on LinkedIn.2 His extensive network and experience in the Chicago financial sector align with Goldman Sachs' long-standing presence in the Midwest, where they have been supporting clients since opening their Chicago office in 1900.1

    Wick Lutz's career trajectory and current role at Goldman Sachs highlight his expertise in providing tailored financial solutions to high-net-worth individuals and families, leveraging the global resources of one of the world's leading financial institutions.

    Highlights

    May 23 · bloomberg.com
    Goldman Sachs Sues Two Ex-Executives Over Client Poaching

    Related Questions

    What specific strategies does Wick Lutz use for ultra-high net worth investors?
    How did Wick Lutz's experience at J.P. Morgan influence his approach at Goldman Sachs?
    What are some notable achievements of Wick Lutz in his career?
    How does Wick Lutz's team at Goldman Sachs differentiate itself from other wealth management teams?
    What is Wick Lutz's educational background and how has it impacted his career?
    Wick Lutz, CFA
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    Location

    Greater Chicago Area