Lucas Newman

Lucas Newman is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Newman joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Newman was a Wealth Manager at First Republic since 2011. Prior to joining First Republic in 2011, Mr. Newman worked for Wells Fargo’s Private Bank for over ten years, most recently as Vice President, Investment Manager. In collaboration with each client, Mr. Newman and his wealth management team work to create written business plans that help guide investors toward their individual financial goals. A customized asset allocation is developed through rigorous financial and estate planning. The investment strategy is then actively monitored for changes in each client’s specific circumstance and the global economic and market environment. Through regular communication and meetings, the partnership leads to successful financial outcomes over the long term.

Actively serving in his community, Mr. Newman serves on the Board of Directors for Outside In. He enjoys skiing, golfing, and spending time with his wife Lisa and daughter Lily.

Mr. Newman holds the Certified Investment Management Consultant® designation.

Mr. Newman received a Bachelor of Science in Business Administration from the University of Montana.