Contact Us

Investment Professionals

Investment Professional Contact Information for AMG Funds

By Phone

Monday Through Friday
8:00AM - 6:00PM EST

800.368.4410

By Email

Investment Professional assistance via Email:

clientservice@amg.com

By Mail

AMG Funds LLC

600 Steamboat Rd. #300
Greenwich, CT 06830

National Sales

Joseph Maccone

Managing Director, Head of US Intermediary Distribution

Joseph.Maccone@amg.com 203.299.3548

Katie Schroeder

Managing Director, Internal Sales Desk

katie.schroeder@amg.com 203.299.3561

Paul Ledenko

Managing Director, Head of Sales

paul.ledenko@amg.com 203.299.3554

National Sales Team

Select Your State

Joseph Dolhon

Senior Associate | Regional Manager | Mid-Atlantic Region

412.852.1813 joseph.dolhon@amg.com

Joe Dolhon brings over 14 years of industry experience to his role. Prior to joining AMG Funds in 2015, Joe held Assistant Vice President and overlay Portfolio Manager positions at Morgan Stanley and Legg Mason. Joe earned a Bachelor of Science degree from Quinnipiac University and holds Series 7, Series 24, Series 31, Series 63, and Series 65 licenses.

Internal Sales Desk

Nate Newhall

203.642.7445 nathan.newhall@amg.com

Wilson Fisher, AIF®

Managing Director | Southern California

310.270.5143 wilson.fisher@amg.com

Wilson Fisher is a Managing Director for AMG Funds and brings over 20 years of investment industry experience to the firm. He joinedAMG Funds in 2004 as Regional Manager in AMG Funds’ Texas Territory.  Since that time he has served as West Division Field Sales Director for the Broker Dealer Sales Channel and is currently the Regional Manager for AMG Funds in Southern California. A native Californian, Wilson earned a Bachelor of Science degree in Microbiology and Molecular Genetics from the University of California at Los Angeles.  He is an Accredited Investment Fiduciary™ and holds Series 6, Series 7, Series 24, Series 63 and Series 65 licenses.   A lifelong believer in the merits of active asset management Wilson is dedicated to being a strong partner and resource for the highest quality financial advisors and their clients in Southern California.    

Internal Sales Desk

Daniel Palumbo

203.299.3568 Daniel.Palumbo@amg.com

Michael D. Fedorovich, AIF®, CIMA®

Director | Regional Manager | Great Lakes Region

312.804.4893 michael.fedorovich@amg.com

Mike Fedorovich is a Regional Manager for the Great Lakes region of AMG Funds and brings over 23 years of investment industry experience to his role. Prior to joining AMG Funds in 1999, Mike worked in business development and as an advisor for Stein, Roe & Farnham. Mike earned a Bachelor of Science degree from Indiana University and holds Series 7, Series 63 and Series 65 licenses.

Internal Sales Desk

Nate Newhall

203.642.7445 nathan.newhall@amg.com

Michael D. Fedorovich, AIF®, CIMA®

Director | Regional Manager | Great Lakes Region

312.804.4893 michael.fedorovich@amg.com

Mike Fedorovich is a Regional Manager for the Great Lakes region of AMG Funds and brings over 23 years of investment industry experience to his role. Prior to joining AMG Funds in 1999, Mike worked in business development and as an advisor for Stein, Roe & Farnham. Mike earned a Bachelor of Science degree from Indiana University and holds Series 7, Series 63 and Series 65 licenses.

Internal Sales Desk

Nate Newhall

203.642.7445 nathan.newhall@amg.com

John Gay, AIF®

Director | Regional Manager | Pacific Northwest Region

415.806.9977 john.gay@amg.com

John Gay brings over 21 years of experience to his role. Prior to joining AMG Funds in 2012, John held Regional Marketing Director positions with Lincoln Financial Distributors and Hartford/Planco. John earned a Bachelor of Arts degree from Dickinson College and holds Series 6, Series 7 and Series 63 licenses.

Internal Sales Desk

Dan Palumbo

203.299.3568 Dan.Palumbo@amg.com

John Gay, AIF®

Director | Regional Manager | Pacific Northwest Region

415.806.9977 john.gay@amg.com

John Gay brings over 21 years of experience to his role. Prior to joining AMG Funds in 2012, John held Regional Marketing Director positions with Lincoln Financial Distributors and Hartford/Planco. John earned a Bachelor of Arts degree from Dickinson College and holds Series 6, Series 7 and Series 63 licenses.

Internal Sales Desk

Dan Palumbo

203.299.3568 Dan.Palumbo@amg.com

Neil M. Sterba, AIF®, CMFC®

Director | Regional Manager | Ohio Valley Region

216.702.7581 neil.sterba@amg.com

Neil Sterba brings over 23 years of investment industry experience to his role. Prior to joining AMG Funds, Neil was a Senior Regional Vice President at DWS Investments Distributors, Inc. Neil earned Bachelor of Arts degrees in economics and government from Centre College of Kentucky, and holds Series 7, Series 31, Series 63 and Series 65 licenses.

Internal Sales Desk

Marina Milos

203.642.7451 marina.milos@amg.com

Nate Bobenchik

Director | Regional Manager | Greater Philadelphia Region

610.246.2217 nate.bobenchik@amg.com

Nate Bobenchik is a Regional Manager for the Greater Philadelphia region of AMG Funds and brings over 15 years of investment industry experience to his role. Prior to joining AMG Funds in 2010, Nate held positions at Hartford Financial Services and PLANCO. Nate earned an MBA from Penn State University and holds Series 7, Series 6 and Series 63 licenses.

Internal Sales Desk

Dan Palumbo

203.299.3568 daniel.palumbo@amg.com

Hayden Fisher

Director | Regional Manager | Central West Region

303.596.2920 hayden.fisher@amg.com

Hayden Fisher is a Regional Manager for the Central West region of AMG Funds and brings over 23 years of investment industry experience to his role. Prior to joining AMG Funds in 2015, Hayden was a Regional Manager at Lord Abbett. He earned a Bachelor of Science degree in business from the University of Colorado at Boulder. Hayden holds Series 7, Series 63 and Series 65 licenses.

Internal Sales Desk

Marina Milos

203.642.7451 marina.milos@amg.com

Benjamin Stevens, CIMA®

Director | Regional Manager | South Florida Region

303.621.6396 Benjamin.Stevens@amg.com

Benjamin Stevens is a Regional Manager for the Southern Florida region of AMG Funds. Ben brings over 10 years of investment industry experience to his role. Prior to joining AMG Funds 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 Bachelor of Arts degree in Business Administration from Principia College and is also a Certified Investment Management Analyst (CIMA). Ben holds Series 7 and Series 66 licenses.

Internal Sales Desk

Nate Newhall

203.642.7445 nathan.newhall@amg.com

John Bishop

Director | Regional Manager | Southeast Region

404.210.3977 john.bishop@amg.com

John Bishop brings over 23 years of investment industry experience to his role. Prior to joining AMG Funds in 2015, John held various positions at American Century Investments, DWS Investments and John Hancock Funds. He earned a Bachelor of Science degree from Southern New Hampshire University and holds Series 7 and Series 63 licenses.

Internal Sales Desk

Jonathan Bernardo

203.299.3559 Jonathan Bernardo@amg.com

Jessica Gilbert

Director | Regional Manager | Northeast Region

203.299.3545 jessica.gilbert@amg.com

Jessica Gilbert brings over 7 years of investment industry experience to her role. Jessica began covering the New England market for AMG Fund's in May of 2018, and previously was the Regional Manager covering the New York non-metro market. Prior to joining AMG Funds in 2016, Jessica held positions at UBS Global Asset Management and FactSet Research Systems. Jessica received a Bachelor of Arts degree in economics from Colgate University and holds Series 7 and Series 66 licenses.

Internal Sales Desk

Jared Eisenberg

203.299.3587 Jared.Eisenberg@amg.com

L. Lee Johnson, AIF®

Director | Regional Manager | South Central Region

214.532.5144 lee.johnson@amg.com

Lee Johnson brings over 26 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 Accredited Investment Fiduciary (AIF) designation.

Internal Sales Desk

Jared Eisenberg

203.299.3587 Jared.Eisenberg@amg.com

Greg Lutzen, AIF®

Director | Regional Manager | Midwest & Illinois

312.415.8224 greg.lutzen@amg.com

Greg Lutzen is a Regional Manager for the Midwest region of AMG and brings over 14 years of experience to his role. Greg joined AMG Funds in 2005 as an Internal Sales and Support Specialist and was promoted to Regional Manager within the Broker-Dealer channel in 2007. In 2009, he transitioned to the RIA channel as a Regional Manager and in 2019 began covering all channels within the Midwest region and the Indpendent & RIA channel for the state of Illinois. Prior to joining AMG Funds, Greg worked for a Chicago-based Merrill Lynch financial advisory team. Greg earned a Bachelor of Science degree in Communications from Northwestern University and holds Series 7 and Series 63 licenses and AIF designation. He played football at Northwestern University from 2001-2005 as a defensive end and offensive guard.

Internal Sales Desk

Marina Milos

203.642.7451 marina.milos@amg.com

Greg Lutzen, AIF®

Director | Regional Manager | Midwest & Illinois

312.415.8224 greg.lutzen@amg.com

Greg Lutzen is a Regional Manager for the Midwest region of AMG and brings over 14 years of experience to his role. Greg joined AMG Funds in 2005 as an Internal Sales and Support Specialist and was promoted to Regional Manager within the Broker-Dealer channel in 2007. In 2009, he transitioned to the RIA channel as a Regional Manager and in 2019 began covering all channels within the Midwest region and the Indpendent & RIA channel for the state of Illinois. Prior to joining AMG Funds, Greg worked for a Chicago-based Merrill Lynch financial advisory team. Greg earned a Bachelor of Science degree in Communications from Northwestern University and holds Series 7 and Series 63 licenses and AIF designation. He played football at Northwestern University from 2001-2005 as a defensive end and offensive guard.

Internal Sales Desk

Marina Milos

203.642.7451 marina.milos@amg.com

Craig Reynolds, CFA

Director | Regional Manager | NYC Metro Region

312.590.9415 craig.reynolds@amg.com

Craig Reynolds brings over 15 years of investment industry experience to his role. Prior to joining AMG Funds in 2015, Craig worked for Legg Mason Global Asset Management as a wholesaler. He earned a Bachelor of Arts degree in economics from Binghamton University. Craig holds Series 7 and Series 66 licenses and a Chartered Financial Analyst designation.

Internal Sales Desk

Jonathan Bernardo

203.299.3559 jonathan.bernardo@amg.com

National Accounts & Retirement

National Accounts & Retirement Contact Information for AMG Funds

By Phone

Brian Moran, CIMA®

HEAD OF NATIONAL ACCOUNTS AND RETIREMENT

203.299.3517

By Email

Brian Moran, CIMA®

HEAD OF NATIONAL ACCOUNTS AND RETIREMENT

brian.moran@amg.com

By Mail

AMG Funds LLC

600 Steamboat Rd. #300
Greenwich, CT 06830

Analysts

Analyst Contact Information for AMG Funds

By Phone

Monday Through Friday
8:00AM - 6:00PM EST

800.368.4410

By Mail

AMG Funds LLC

600 Steamboat Rd. #300
Greenwich, CT 06830

Individual Investors

Individual Investor Contact Information for AMG Funds

By Phone

Monday Through Friday
8:00AM - 8:00PM EST

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 U.S. 800.548.4539 Outside the U.S. 610.382.7849

By Email

Monday Through Friday
9:00AM - 5:00PM EST

Please do not leave transaction instructions on voicemail, via email or fax, 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

By Mail

AMG Funds LLC

C/O BNY Mellon Asset Servicing
P.O. Box 9769
Providence, RI 02940-9769  

Media

Media Contact Information for AMG Funds

By Phone

617.747.3300

By Email

pr@amg.com

By Mail

AMG Funds LLC

600 Steamboat Rd. #300
Greenwich, CT 06830

  Back To Top