Kevin M. LutzDirector of Portfolio & Wealth Advisory - San Francisco
Kevin joined BBR Partners in 2010 and is a Director of Portfolio & Wealth Advisory, working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
Prior to joining BBR, Kevin was a Financial Analyst and Investment Committee Member at Tompkins Financial Advisors creating holistic investment and financial plans for high-net-worth individuals and small business owners. Kevin began his career in retail banking and brokerage sales at M&T Bank.
Kevin graduated magna cum laude from St. John Fisher College with a BS in Business Management and concentration in Personal Finance.
Kevin lives in San Francisco with his wife, Heather and daughter, Harper. When he is not at the office, Kevin enjoys reading, traveling, and training for endurance events.