![Lucas Maffei Newman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lucas Maffei Newman
Gestionnaire de Portefeuille-Actions chez
JPMorgan Private Wealth Advisors LLC
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.
Postes actifs de Lucas Maffei Newman
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/04/2017 |
Anciens postes connus de Lucas Maffei Newman
| Sociétés | Poste | 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 | Directeur/Membre du Conseil | - |
Formation de Lucas Maffei Newman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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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