Investment Professionals

Investment Professional Contact Information

Phone

Monday Through Friday
8:00AM – 6:00PM ET

Mail

AMG Wealth
680 Washington Blvd
Suite 500
Stamford, CT 06901

Investment Professional assistance via Email:

RFP

National Sales

Paul Ledenko

Managing Director, Head of Sales

Nate Newhall

Internal Sales Desk Manager

Broker Dealer Team

Choose your state:

Select your state

NYC Metro Region

Craig Reynolds, CFA®

Director | Regional Manager

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

Southeast Region

Benjamin Stevens, CIMA®

Director | Regional Manager

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

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.

Andrew Clarke

Internal Sales Desk

South Atlantic Region

John Bishop

Director | Regional Manager

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

Pacific Northwest Region

John Gay, AIF®

Director | Regional Manager

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

Mid-Atlantic Region

Internal Sales Desk

South Central Region

L. Lee Johnson, AIF®

Director | Regional Manager

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

Great Lakes Region

Michael D. Fedorovich, AIF®, CIMA®

Director | Regional Manager

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

Northern Atlantic Region

Nate Bobenchik

Director | Regional Manager

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.

Andrew Clarke

Internal Sales Desk

Ohio Valley Region

Neil M. Sterba, AIF®, CMFC®

Director | Regional Manager

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

Southwest Region

Wilson Fisher, AIF®

Managing Director

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

New England Region

Jessica Gilbert, CIMA®

Director | Regional Manager

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

RIA Team

Choose your state:

Select your state

Northeast Region

Jeffrey Sinak, CIMA®

Director | Regional Manager

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

Midwest Region

Greg Lutzen, AIF®

Director | Regional Manager

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

South Region

Kristen Binkley

Director | Regional Manager

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

West Region

Clif Ramsey

Director | Regional Manager

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

Strategic Relationship Group

Strategic Relationship Contact Information

Phone

800.368.4410

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

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:

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

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