Lutz
A Portfolio Manager at a growing wealth management firm in Omaha will shape investment strategy across traditional and alternative asset classes while serving as a trusted resource to advisors and high-net-worth clients. The role involves managing model portfolios, conducting investment research, and developing strategic asset allocation decisions. This position requires strong analytical capabilities and the ability to communicate complex investment concepts to internal and external stakeholders.
Headquarters
Omaha, Nebraska, United States
Company Size
201-500 employees
Founded
1980
Lutz is a Nebraska-based business solutions firm offering accounting, consulting, M&A advisory, talent solutions, technology services, and financial services to clients across Nebraska and the Midwest. The firm provides integrated services designed to help organizations optimize financial performance, execute transactions, and leverage technology to drive growth. With deep regional knowledge and cross-disciplinary teams, Lutz supports mid-sized businesses across finance, operations, and human capital needs. Lutz emphasizes practical, hands-on service that aligns strategy with execution to deliver measurable results.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lutz.
Lutz didn’t post a salary, so this is our estimate from similar listings.
10% below the average for this role
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