Lucas Newman

Lucas Newman

Wealth Manager, First Republic Investment Management
Portland
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2019, 2020

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Lucas Newman

Wealth Manager, First Republic Investment Management
Portland
  • Wealth Management Experience Since 1999
    Lucas Newman is a Managing Director and Wealth Manager at First Republic Investment Management. 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. His previous experience also includes working for a regional investment advisor in western Montana. 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.
  • Community Involvement
    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.
  • Professional Designation
    Mr. Newman holds the Certified Investment Management Consultant® designation.
  • Education
    Mr. Newman received a Bachelor of Science in Business Administration from the University of Montana.
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