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Lucas Maffei Newman
Gestor de Cartera-Acciones en
JPMorgan Private Wealth Advisors LLC
.
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
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/04/2017 |
Antiguos cargos conocidos de Lucas Maffei Newman.
| Empresas | Cargo | Fin |
|---|---|---|
| WELLS FARGO & COMPANY | Corporate Officer/Principal | 31/12/2010 |
Fruit & Flower Day Nursery
 Fruit & Flower Day Nursery Other Consumer ServicesConsumer Services Operates as child care centers | Director/Miembro de la Junta | - |
Formación de Lucas Maffei Newman.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
97
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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