Gregg Lutz

Investment Strategist at American Equity

Gregg Lutz has a diverse work experience in the finance and investment industry. Gregg is currently working as an Investment Strategist at American Equity since 2022. Prior to that, they were an AVP at Allianz, where they worked in the General Account Operations and gained valuable investment skills. Before Allianz, Gregg held the position of AVP and Head of Asset Liability Management at Allianz Life. During their tenure, they managed a team and was responsible for various functions such as asset modeling, interest rate risk analysis, investment income allocation, and process improvements.

Gregg also worked at Transamerica Life Insurance Company as a Finance Manager, overseeing FP&A, financial reporting, and the management of a third-party administrator. Gregg also served as the Treasurer on the Board of Directors at the Center for Boundless Innovation in Technology.

Earlier in their career, Gregg had significant roles at Genworth, where they worked in Corporate Financial Planning & Analysis, Long Term Care Risk Management, and Variable Annuity Hedge Operations. Gregg provided financial analysis and reporting to senior leadership and board, managed risk governance controls, and led various projects to improve analytic capabilities and product implementations.

Gregg started their career at Nationwide as an Investment & Risk Analyst, where they priced commercial real estate loans and performed risk analysis. Later, they became a Portfolio Risk Analyst, responsible for forecasting investment income and conducting various analyses.

Prior to Nationwide, Gregg worked as an Asset Liability Management Analyst at Principal Financial Group, specializing in pension asset liability management and utilizing SAS for time series analysis. In this role, they focused on cash management, capital allocation, and risk mitigation strategies.

Overall, Gregg Lutz has demonstrated expertise in investment strategy, asset liability management, financial planning & analysis, risk management, and leadership roles throughout their career.

Gregg Lutz completed their BA in Economics from the University of Northern Iowa from 1995 to 1998. Gregg later pursued an MBA in Finance & Management at The Ohio State University Fisher College of Business from 2005 to 2007. Additionally, it is known that Gregg attended St. Martha, but no specific degree or field of study has been provided for this institution.

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Timeline

  • Investment Strategist

    October, 2022 - present

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