Laurie Lutz

A team approach

Our people collaborate to deliver highly personalized service to you.

Jane Newton
Jane Newton
CFP®, MBA
Managing Partner and Wealth Advisor

Team member name and title

Team member contact

Laurie joined RegentAtlantic in 2014 as an Executive Assistant to Jane Newton. In this capacity, Laurie works closely with Jane on RegentAtlantic’s annual Wall Street Women Forum™ and all activities that are a part of the Forum community. She also assists with the administrative aspects of Jane’s client relationships.

Previously, Laurie worked for Citibank’s Global Cash Management and Private Banking divisions. While in Global Cash Management, Laurie was based in New York City and travelled extensively to provide service to her clients based in Europe and in Asia. Within the Private Bank, she handled high-net-worth individuals and promoted the Private Bank in the New York City area and in Palm Beach County, Florida.

Laurie is a graduate of Rollins College in Winter Park, FL. She lives in Mendham with her husband, daughter and two sons.

Upcoming events

Team member insights