Lucas Maffei Newman

Lucas Maffei Newman

Gestor de Cartera-Acciones en JPMorgan Private Wealth Advisors LLC .

Consumer Services
Finance

Perfil

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.

Cargos activos de Lucas Maffei Newman

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Gestor de Cartera-Acciones 01/04/2017
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Antiguos cargos conocidos de Lucas Maffei Newman.

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WELLS FARGO & COMPANY Corporate Officer/Principal 31/12/2010
Director/Miembro de la Junta -
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Formación de Lucas Maffei Newman.

The University of Montana Undergraduate Degree

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