CoverProfile

Lucas Hatch

Principal

Parallel Advisors

United States, California, San Francisco

About Me

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

View more

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

More profiles to browse

FM
Fred Molfino
Principal
Profile Photo
Christopher Broderick
Research and Portfolio Strategy Director
BE
Bruce Edwards
Principal - Wealth Management
MC
Matt Clements
Principal

You Might Like

RD
Russ Degitz
Principal
Huntington University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners