Lucas Maffei Newman

Lucas Maffei Newman

Portfolio Manager-Aktien bei
JPMorgan Private Wealth Advisors LLC
Finance
Consumer Services

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.

Aktive Positionen von Lucas Maffei Newman

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.04.2017

Ehemalige bekannte Positionen von Lucas Maffei Newman

UnternehmenPositionEnde
WELLS FARGO & COMPANY Corporate Officer/Principal 31.12.2010
Direktor/Vorstandsmitglied -
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Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Beziehungen

96

Beziehungen ersten Grades

4

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Unternehmensverbindungen

Private Unternehmen4

Finance

Finance

Consumer Services

Consumer Services

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