Lucas Newman

Portfolio Manager, First Republic Investment Management

Pacific Northwest

Lucas Newman is a Managing Director and Portfolio Manager at First Republic Investment Management. His approach is to work in collaboration with clients to create written business plans that help guide them toward their individual financial goals.

Prior to joining First Republic in 2011, Newman worked for Wells Fargo Private Bank for more than 10 years, most recently as Vice President, Investment Manager. He also has worked for a regional investment advisor in western Montana.

Active in his community, Newman currently serves on the board of Fruit & Flower Childcare as a finance committee member.

Newman received a Bachelor of Science degree in business administration from the University of Montana and holds the Certified Investment Management Consultant designation.

Wealth Management Experience: 12 Years

Check the background of this investment professional on FINRA's BrokerCheck.