Lountzis Asset Management, LLC is a multi-family office serving families, business-owners, high-net worth individuals, institutions and retirement plans with fully-customized portfolios. We build deep relationships with our clients, for whom we are focused upon preserving and then growing multi-generational wealth. In utilizing best-of-breed software and technology, we provide families with unified reporting across all of their assets – public market investments, alternatives, physical assets, and more – and a holistic approach to preserving and growing their wealth.
Our investment objective is to maximize the long term after-tax returns for our clients across various economic and market conditions while emphasizing the preservation of capital.
Paul Lountzis – President
Mr. Lountzis began his investment career working for Royce & Associates, a small-cap mutual fund company based in New York, NY, from 1989 through 1990. Prior to forming Lountzis Asset Management, LLC, Mr. Lountzis was employed by Ruane, Cunniff & Company, Inc., New York, NY, a registered investment adviser managing the Sequoia Mutual Fund as well as private accounts, from 1990 through 1999 as an analyst, and as a partner from 1995 through 1999. At Ruane, Cunniff & Company, Inc., Bill Ruane assigned him to conduct a number of specific research projects for the consideration of Warren E. Buffett, Chairman and CEO of Berkshire Hathaway, Inc.
Paul is a 1987 graduate of Albright College. In New York City, Paul is a member of the Board of Directors of the Police Athletic League and serves on the Investment Committees of the Leadership 100 Endowment, Faith Endowment and National Hellenic Society Endowment. He is also a member of AHEPA and the National Hellenic Society.
He also regularly lectures on finance and investments at Villanova University, University of Kentucky, University of Alabama, University of Arizona, and Pennsylvania State University.
Zachary Lountzis – Vice President, Securities Analyst
Zachary began his career in investment banking at Barclays Capital, where he was a junior analyst in the Global Technology Group from 2010 to 2012, before moving to sell-side research on Credit Suisse’s Software team from 2012 to 2014. He most recently spent five years at Jefferies on their Software Research team. Zachary joined Lountzis Asset Management, LLC in 2019 and is a graduate of the University of Arizona with a B.S. in Finance. He resides in New York, NY.
He serves on the Boards of PAL Champions and The Hellenic Initiative New Leaders, and is actively involved with the National Hellenic Society and AHEPA.
Mike Auman – Vice President, Head of Trading and Compliance
Mike has over 40 years of experience in the investment advisory business. His responsibilities have included portfolio management, head of trading (equity and fixed income), compliance, and portfolio reporting. Mike joined Lountzis Asset Management, LLC in 2012 and is graduate of Shippensburg University with a degree in accounting.
Tina Schaeffer – Head of Client Services
Tina’s primary responsibility is assisting our clients and providing them with the highest level of personal service. Additionally, she supports office operations as well provides administrative assistance. Tina joined Lountzis Asset Management, LLC in 2002 and is a graduate of Bradford Business School (Philadelphia, Pennsylvania). She is a steadfast animal lover and advocate and has a passion for fitness and sports.
Christine Diener – Executive Assistant
Christine joined Lountzis Asset Management, LLC in April 2021 and supports the firm by handling a variety of responsibilities. She serves a broad range of client requests, maintains a high level of open communication with clients and provides a broad range of administrative duties for the firm. Christine is a licensed Notary in Pennsylvania. She is a big supporter of animal shelters and rescues and enjoys daily exercise.
Timothy Whitmoyer – Operations Associate/Analyst
Tim joined Lountzis Asset Management, LLC in January 2022. He provides support across our trading, reporting, and compliance operations, as well as serving as a junior investment analyst. Tim began his financial career at Vanguard as a trading operations analyst and operates from our Wyomissing, PA office. He is a 2019 graduate of Shippensburg University with a B.S in Finance.