Work Experience
University of Cincinnati
Current
University of Cincinnati
Lutz Financial Group, LLC
Current
Lutz Financial Group, LLC
Summary
Spent 30 years in private industry in Investment Banking, Corporate Real Estate Development, Private Investments, and Financial Services before joining the University of Cincinnati as the first Full Time Director of the Family Business Center and as a Professor of Entrepreneurship/Finance. I consult with closely held family and private firms on matters of Wealth Management, Estate Planning, Succession Planning, and Philanthropy Strategies, as well as conduct numerous educational programs on all types of family and private business issues including stratgic planning, governance, risk management, leadership development, financing, using outside Boards, and communications. Specialties: Investment Banking, Wealth Management, Family Business Consulting, Family Meeting Facilitation, Real Estate Development, Entrepreneurial Ventrure Facilitation, Succession Planning