Profil
Mr. Lucas M.
Newman is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
Prior to joining First Republic in 2011, Mr. Newman worked for Wells Fargo Private Bank for over ten years, most recently as Vice President, Investment Manager.
His previous experience also includes working for a regional investment advisor in western Montana.
He works in collaboration with each client to create written business plans to help guide investors toward their individual financial goals.
He received a Bachelor of Science degree in Business Administration from the University of Montana and holds the Certified Investment Management Consultant designation.
Aktiva positioner av Lucas Maffei Newman
| Företag | Position | Start |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Portföljförvaltare-Aktier | 2017-04-01 |
Tidigare kända positioner av Lucas Maffei Newman
| Företag | Position | Slut |
|---|---|---|
| WELLS FARGO & COMPANY | Företagsledare/Principal | 2010-12-31 |
Fruit & Flower Day Nursery
Fruit & Flower Day Nursery Other Consumer ServicesConsumer Services Operates as child care centers | Direktör/Styrelseledamot | - |
Lucas Maffei Newmans utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Wells Fargo & Co.
Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
The University of Montana
The University of Montana Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fruit & Flower Day Nursery
Fruit & Flower Day Nursery Other Consumer ServicesConsumer Services Operates as child care centers | Consumer Services |
















