Portfolio Manager Joins Growing Investment Management Team In Portland
First Republic Bank, a leading provider of private banking and wealth management services, today announced that Lucas Newman, who has 10 years of investment management experience, has joined First Republic Private Wealth Management in Portland as Portfolio Manager and Managing Director.
First Republic Private Wealth Management provides customized wealth management solutions, including trust, investment management and brokerage services, to high net worth individuals and families, foundations, endowments and non-profits.First Republic Private Wealth Management complements First Republic’s comprehensive suite of private banking and business banking services delivered with exceptional client service.
“Lucas Newman is a terrific addition to our expanding team of wealth managers and bankers in First Republic’s Portland office,” said Katherine August-deWilde, President and Chief Operating Officer of First Republic Bank. “Lucas shares First Republic’s commitment to provide sound investment advice and extraordinary service to each client every day.”
In addition to Newman’s appointment, First Republic today announced the hiring of Portfolio Manager and Managing Director Michael Tinney. Newman and Tinney are part of First Republic Investment Management,which works with clients to develop customized equity and fixed-income investment management solutions. Customized client portfolios utilize both traditional portfolio management and may employ carefully screened outside managers for equity, fixed income, and alternative investments.
Prior to joining First Republic, Newman worked for Wells Fargo’s private bank for ten years, most recently as Vice President, Investment Manager. Prior to joining Wells Fargo, Lucas worked for a regional investment advisor in western Montana. He received a Bachelor of Science degree in Business Administration from the University of Montana and holds the Certified Investment Management Consultant (CIMC) designation.
Newman is located at First Republic’s office at 947 SW Broadway in Portland.
About First Republic Bank
First Republic Bank (NYSE:FRC) and its affiliated companies provide private banking, private business banking and private wealth management. Founded in 1985, First Republic specializes in exceptional, relationship-based service offered through preferred banking or wealth management offices in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Boston, Greenwich and New York City. First Republic offers a complete line of banking products for individuals and businesses, including deposit services, as well as residential, commercial and personal loans. More information is available on the Bank’s website at http://www.firstrepublic.com.
About First Republic Private Wealth Management
First Republic Private Wealth Management is the investment management, trust and brokerage group of First Republic Bank. First Republic Private Wealth Management offers objective advice and fully customized solutions with the same level of exceptional client service that has been the hallmark of First Republic Bank for more than 25 years. First Republic has the flexibility to provide individuals, families, businesses, endowments, schools and non-profit organizations with appropriate choices that responsibly meet a client’s specific investment objectives.