Investment Professionals Investment Professional Contact Information Phone Monday Through Friday 8:00AM – 6:00PM ET 800.368.4410 Mail AMG Wealth 680 Washington Blvd Suite 500 Stamford, CT 06901 Email Investment Professional assistance via Email: clientservice@amg.com RFP Click here to submit RFP National Sales Paul Ledenko Managing Director, Head of Sales 203.299.3554 paul.ledenko@amg.com Follow Jaclyn Gantz Director, National Sales, Desk Manager 203.299.3515 jaclyn.gantz@amg.com Follow Visit FINRA BrokerCheck Broker Dealer Team Choose your state: Select your state Alabama Alaska Arizona Arkansas California Northern California Southern California Colorado Connecticut Fairfield County Non-Fairfield County DC Delaware Florida Southern Florida Nothern Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York New York Metro / Long Island Upstate New York Western New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Eastern Pennsylvania Western Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Vermont Washington West Virginia Wisconsin Wyoming NYC Metro Region Craig Reynolds, CFA® Director | Regional Manager Schedule a Meeting 312.590.9415 craig.reynolds@amg.com Follow Craig Reynolds brings more than 16 years of investment industry experience to his role. Prior to joining AMG in 2015, Craig worked for Legg Mason Global Asset Management as a wholesaler. He earned a B.A. in economics from Binghamton University. Craig holds Series 7 and Series 66 licenses and a CFA®. Teddy Kennedy Internal Sales Desk Schedule a Meeting 203.299.3552 teddy.kennedy@amg.com Follow Southeast Region Benjamin Stevens, CIMA® Director | Regional Manager Schedule a Meeting 303.621.6396 benjamin.stevens@amg.com Follow Benjamin Stevens is a Regional Manager for the Southern Florida region. Ben brings more than 16 years of investment industry experience to his role. Prior to joining AMG in 2016, Ben was Director of Intermediaries of the Southeast for Schroder Investment Management. Ben has held various positions at Janus Capital Group and GCG Financial. Ben earned a B.A. degree in Business Administration from Principia College and is also a Certified Investment Management Analyst (CIMA). Ben holds Series 7 and Series 66 licenses. TBD Internal Sales Desk Central West Region Hayden Fisher Director | Regional Manager Schedule a Meeting 303.596.2920 hayden.fisher@amg.com Follow Hayden Fisher is a Regional Manager for the Central West region and brings more than 26 years of investment industry experience to his role. Prior to joining AMG in 2015, Hayden was a Regional Manager at Lord Abbett. He earned a B.S. degree in business from the University of Colorado at Boulder. Hayden holds Series 7, Series 63, and Series 65 licenses. Teddy Kennedy Internal Sales Desk Schedule a Meeting 203.299.3552 teddy.kennedy@amg.com Follow South Atlantic Region John Bishop Director | Regional Manager Schedule a Meeting 404.210.3977 john.bishop@amg.com Follow John Bishop brings more than 29 years of investment industry experience to his role. Prior to joining AMG in 2015, John held various positions at American Century Investments, DWS Investments, and John Hancock Funds. He earned a B.S. degree from Southern New Hampshire University and holds Series 7 and Series 63 licenses. Frank Francese Internal Sales Desk Schedule a Meeting 203.642.7446 frank.francese@amg.com Follow Pacific Northwest Region John Gay, AIF® Director | Regional Manager Schedule a Meeting 415.806.9977 john.gay@amg.com Follow John Gay brings more than 30 years of experience to his role. Prior to joining AMG in 2012, John held Regional Marketing Director positions with Lincoln Financial Distributors and Planco/The Hartford. John earned a B.A. degree from Dickinson College and holds Series 6, Series 7, and Series 63 licenses. Madison Kiska Internal Sales Desk Schedule a Meeting 203.299.3573 madison.kiska@amg.com Follow Mid-Atlantic Region Internal Sales Desk 800.368.4410 Schedule a Meeting 412.852.1813 joseph.dolhon@amg.com Follow South Central Region L. Lee Johnson, AIF® Director | Regional Manager Schedule a Meeting 214.532.5144 lee.johnson@amg.com Follow Lee Johnson brings more than 30 years of investment industry experience to his role. Before joining AMG in 2013, Lee held various positions with Sammons Retirement Solutions, Planco/The Hartford, and AIM Mutual Funds. Lee earned a Bachelor of Journalism from the University of Texas at Austin and holds Series 6, Series 7, Series 23, and Series 63 licenses. He has also achieved the AIF® designation. Teddy Kennedy Internal Sales Desk Schedule a Meeting 203.299.3552 teddy.kennedy@amg.com Follow Great Lakes Region Michael D. Fedorovich, AIF®, CIMA® Director | Regional Manager Schedule a Meeting 312.804.4893 michael.fedorovich@amg.com Follow Mike Fedorovich is a Regional Manager for the Great Lakes region of AMG Wealth and brings more than 27 years of investment industry experience to his role. Prior to joining AMG in 1999, Mike worked in business development and as an advisor for Stein, Roe & Farnham. Mike earned a B.S. degree from Indiana University and holds Series 7, Series 63, and Series 65 licenses. Madison Kiska Internal Sales Desk Schedule a Meeting 203.299.3573 madison.kiska@amg.com Follow Northern Atlantic Region Nate Bobenchik Director | Regional Manager Schedule a Meeting 610.246.2217 nate.bobenchik@amg.com Follow Nate Bobenchik is a Regional Manager for the Greater Philadelphia region and brings more than 17 years of investment industry experience to his role. Prior to joining AMG in 2010, Nate held positions at Planco/The Hartford. Nate earned an MBA from Penn State University and holds Series 7, Series 6, and Series 63 licenses. Frank Francese Internal Sales Desk Schedule a Meeting 203.642.7446 frank.francese@amg.com Follow Ohio Valley Region Neil M. Sterba, AIF®, CMFC® Director | Regional Manager Schedule a Meeting 216.702.7581 neil.sterba@amg.com Follow Neil Sterba brings more than 28 years of investment industry experience to his role. Prior to joining AMG, Neil was a Senior Regional Vice President at DWS Investments. Neil earned B.A. degrees in economics and government from Centre College of Kentucky and holds Series 7, Series 31, Series 63, and Series 65 licenses. Frank Francese Internal Sales Desk Schedule a Meeting 203.642.7446 frank.francese@amg.com Follow Southwest Region Wilson Fisher, AIF® Managing Director Schedule a Meeting 310.270.5143 wilson.fisher@amg.com Follow Wilson Fisher has more than 25 years of investment industry experience. Since joining AMG in 2004, he has held numerous positions, and is currently the Regional Manager in Southern California. Wilson earned a B.S. from the University of California at Los Angeles and holds Series 6, Series 7, Series 63, Series 65, and Series 24 licenses. He has also achieved the AIF® designation. Tia Bakshi Internal Sales Desk Schedule a Meeting 203.299.3540 tia.bakshi@amg.com Follow New England Region Jessica Gilbert, CIMA® Director | Regional Manager Schedule a Meeting 203.246.0820 jessica.gilbert@amg.com Follow Jessica Gilbert brings more than 12 years of investment industry experience to her role. Jessica began covering the New England market for AMG in May of 2018, and previously was the Regional Manager covering the New York non-metro market. Prior to joining AMG in 2016, Jessica held positions at UBS Global Asset Management and FactSet Research. Jessica earned a B.A. degree in economics from Colgate University and holds Series 7 and Series 66 licenses. Tia Bakshi Internal Sales Desk Schedule a Meeting 203.299.3540 tia.bakshi@amg.com Follow RIA Team Choose your state: Select your state Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Western Pennsylvania Eastern Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Vermont Washington West Virginia Wisconsin Wyoming Northeast Region Jeffrey Sinak, CIMA® Director | Regional Manager Schedule a Meeting 203.299.3534 Jeffrey.Sinak@amg.com Follow Jeffrey Sinak brings more than 20 years of investment industry experience to his role. Jeffrey comes from AMG’s institutional distribution team where he worked with sub-advisory fund sponsors and family offices. Prior to joining AMG in 2017, Jeffrey held various positions with BNY Mellon and Morgan Stanley. Jeffrey earned a Bachelor of Arts in History from the University of Texas at Austin and holds Series 7 and Series 66 licenses. Marie Schobel Internal Sales Desk Schedule a Meeting 203.642.7444 marie.schobel@amg.com Follow Midwest Region Greg Lutzen, AIF® Director | Regional Manager Schedule a Meeting 312.415.8224 greg.lutzen@amg.com Follow Greg Lutzen is Regional Manager for the Midwest region and brings more than 14 years of experience to his role. Since joining AMG in 2005, Greg has held numerous roles and currently covers all channels within the Midwest region and the Independent & RIA channel for Illinois. Prior to joining AMG, Greg worked for a Merrill Lynch financial advisory team. Greg holds a B.S. from Northwestern University, Series 7, Series 63, and Series 24 licenses. He has also achieved the AIF® designation. Marie Schobel Internal Sales Desk Schedule a Meeting 203.642.7444 marie.schobel@amg.com Follow South Region Kristen Binkley Director | Regional Manager Schedule a Meeting 203.399.6335 kristen.binkley@amg.com Follow Kristen brings more than 23 years of investment industry experience to her role. Prior to joining AMG in 2024, Kristen held various positions with BlackRock and Lord Abbett. Kristen earned a Bachelor of Science in Business Administration at the University of Albany and holds Series 7 and Series 66 licenses. Nick Short Internal Sales Desk Schedule a Meeting 203.299.3510 nick.short@amg.com Follow West Region Clif Ramsey Director | Regional Manager Schedule a Meeting 203.399.8598 clif.ramsey@amg.com Follow Clif Ramsey brings more than 12 years of investment industry experience to his role. Prior to joining AMG in 2024, Clif held various positions with Neuberger Berman and Amundi Pioneer. Clif earned a Bachelor of Science in Sociology and a Master’s in Administrative Studies both from Boston College and holds Series 7 and Series 66 licenses. Nick Short Internal Sales Desk Schedule a Meeting 203.299.3510 nick.short@amg.com Follow Strategic Relationship Group Strategic Relationship Contact Information Phone 800.368.4410 Strategic Relationship Group Email SRG@amg.com Strategic Relationship Group Mail AMG Wealth Strategic Relationship Group 680 Washington Blvd Suite 500 Stamford, CT 06901 Individual Investors Individual Investor Contact Information Phone Monday Through Friday 8:00AM – 6:00PM ET Account information can also be obtained via our automated voice response system, which is available 24 hours a day, 7 days a week. Inside the US800.548.4539 Outside the US 610.382.7849 Email Monday Through Friday 9:00AM – 5:00PM ET Please do not leave transaction instructions on voicemail, via email, as those instructions cannot be honored on a timely basis and therefore will not be accepted. To initiate a transaction, please contact us at 800.548.4539 during business hours. Shareholder Service Assistance Via Email: shareholderservices@amg.com Mail AMG Funds LLC C/O BNY Mellon Asset Servicing P.O. Box 534426 Pittsburgh, PA 15253-4426 Media Media Contact Information Phone 617.747.3300 Email pr@amg.com Stay up-to-date Sign up to receive our latest views and thinking, in addition to other news and product-related information. Choose Subscriptions