Lucas Newman

Lucas Newman

Wealth Manager, First Republic Investment Management
Portland

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 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. Mr. Newman works in collaboration with each client to create written business plans to help guide investors toward their individual financial goals.
  • Community Involvement
    Active in his community, Mr. Newman currently serves on the board of the Madeleine School Advisory Council.
  • Professional Designation
    Mr. Newman holds the Certified Investment Management Consultant® designation.
  • Education
    Mr. Newman received a Bachelor of Science degree in Business Administration from the University of Montana.
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