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Karen Lutomski, CIMA<sup>®</sup>

  • Senior Managing Director, Co-Head of Private Wealth, Global Wealth Advisory Services
Karen

About Karen Lutomski

As Co-Head of Private Wealth at Nuveen, Karen is responsible for leading a team of advisor consultants across all channels to strengthen relationships with the industry’s top financial advisors, private banks and registered investment advisors. She champions strategic initiatives providing resources for learning and development within the organization for her team and their clients. Karen is part of the team that initiated Nuveen’s growth transformation exemplifying superior client service engagement. She is passionate about innovation and leading change. She also engages with senior leadership of strategic partners to deliver thought leadership and resources for education. Prior to this role, she was Western Region Manager in the US. Wealth Division and an Advisor Consultant responsible for marketing and consulting the firm’s investment solutions to the private wealth, ultra-high net worth intermediary marketplace.

Before joining the firm in 2011, Karen spent 16 ½ years at Lazard Asset Management as a director in sales, marketing & client service. Her career began as an associate at Jurika & Voyles Investment Management and Acorn Asset Managment. Karen 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 by TIAA, our parent company an Inclusive Leaders of the Year award for 2020. She is a member of the Investments & Wealth Institute and holds the CIMA designation.Karen is the co-chair of the Nuveen ERG LEAD Annual Conference Committee and was co-chair of MMI Women in Distribution Symposium.

Investments & Wealth Institute (the Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management consultants.

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