Lucas Maffei Newman

Gestore di Portafoglio-Azioni presso

JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profilo

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.

Posizioni attive di Lucas Maffei Newman

Società	Posizione	Inizio
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.	Gestore di Portafoglio-Azioni	01/04/2017

Tutte le posizioni attive di Lucas Maffei Newman

Precedenti posizioni note di Lucas Maffei Newman

Società	Posizione	Fine
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	Direttore/Membro del Consiglio	-

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Formazione di Lucas Maffei Newman

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Aziende private

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Società collegate

Aziende private	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