Lucas Maffei Newman
Portefeuillebeheerder-Aandelen bij JPMorgan Private Wealth Advisors LLC
Profiel
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.
Actieve functies van Lucas Maffei Newman
| Bedrijven | Functie | Begin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portefeuillebeheerder-Aandelen | 01-04-2017 |
Eerdere bekende functies van Lucas Maffei Newman
| Bedrijven | Functie | Einde |
|---|---|---|
| WELLS FARGO & COMPANY | Corporate Officer/Principal | 31-12-2010 |
Fruit & Flower Day Nursery
 Fruit & Flower Day Nursery Other Consumer ServicesConsumer Services Fruit & Flower Day Nursery engages in the operations of child care centers. It offers classes for kindergarten and pre-kindergarten; preschool; transitional preschool; toddlers; and infants. The company was founded by Helen Burrel, Dorthea Eliot, Ellen Eliot, Anna Farrell, Ida Farrell, Antoinette Montgomery, Clara Teal, Frances Warren in 1906 and is headquartered in Portland, OR. | Directeur/Bestuurslid | - |
Opleiding van Lucas Maffei Newman
| The University of Montana | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Bedrijven in privébezit | 2 |
|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Fruit & Flower Day Nursery
Fruit & Flower Day Nursery Other Consumer ServicesConsumer Services Fruit & Flower Day Nursery engages in the operations of child care centers. It offers classes for kindergarten and pre-kindergarten; preschool; transitional preschool; toddlers; and infants. The company was founded by Helen Burrel, Dorthea Eliot, Ellen Eliot, Anna Farrell, Ida Farrell, Antoinette Montgomery, Clara Teal, Frances Warren in 1906 and is headquartered in Portland, OR. | Consumer Services |
