Karen Lutomski, CIMA^®

As Head of Nuveen’s SMA Solutions and Enterprise RIA, Karen and her team partner with enterprise-level RIA wealth advisors to help strengthen and scale their business for sustainable growth. With her extensive experience in consultative sales and building strategic partnerships, Karen focuses on understanding each RIA team’s unique vision, objectives, and challenges to provide tailored guidance on tools, insights, and platform solutions to amplify their strengths, broaden their offerings, and better serve their clients. Prior to this role, she held the title of Co-Head Wealth Advisory Sales, and before that the roles of Western Region Manager in the U.S. Wealth Division and Advisor Consultant responsible for marketing and consulting the firm’s investment solutions to the private wealth, ultra-high-net-worth intermediary marketplace.

Before joining Nuveen in 2011, Karen spent 16 ½ years at Lazard Asset Management as a director in sales, marketing, and client service. She began her career as an associate at Jurika & Voyles Investment Management and Acorn Asset Management. In 2024 Karen was named a top wealth management distribution strategist by Wealth Solutions Report and she has been honored by several national financial services firms for her contributions in consultant education.

Karen graduated with a B.A. in Economics from the University of New Hampshire. She was awarded an Inclusive Leaders of the Year award in 2020 by TIAA, the parent company of Nuveen. She is a member of the Investments & Wealth Institute and holds the CIMA designation. Karen sits on the Women’s Committee for Hoag Hospital Foundation. She was co-chair of the Nuveen ERG LEAD Annual Conference Committee and co-chair of MMI Women in Distribution Symposium.