Lucas joined Parallel Advisors in September of 2009 to provide comprehensive wealth management solutions to his clients under an independent model. He brings deep wealth management, private banking, and credit expertise to the firm. Prior to joining Parallel Advisors, Lucas Hatch was Vice President and Sr. Relationship Manager for Wachovia Wealth Management. Lucas was the first relationship manager hired to Wachovia's Private Banking expansion team in Northern California in 2007. His responsibilities included serving as the primary point of contact to affluent and high net worth clients. He worked closely with a team of experienced specialists to offer financial planning, trust and estate


Lucas Hatch
Principal
Parallel Advisors
United States, California, San Francisco
About Me
Profile Information
Principal
Parallel Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Francisco
California
United States
Oct 7, 2024
Work Experience
Mill Valley Soccer Club
President of the Board of Directors Jul 2020
Parallel Advisors
Principal Sep 2009 - Present
Email: lucas@paralleladvisors.com
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