Michael LutzClient Relationship Manager
Mike Lutz began his career in 2016 as an analyst at JPMorgan in the Operations Development Program. Throughout his time in the program, he was exposed to the operational aspects of trusts, estates, and asset and wealth management. In the summer of 2018, Mike moved to the JPMorgan Private Bank as an Investment Professional where he supported four high net worth client advisors. He graduated from Purdue University with a major in Business Management and concentration in Finance. At Purdue, Mike pitched on the baseball team from 2012 – 2016.
As a client relationship manager, Mike partners with IHT advisors to grow their practice. He is responsible for client onboarding, cash management, trading, client service, and generating investment ideas. Mike takes pride in building long-lasting relationships and offering individualized financial solutions for clients.
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