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

Profile Photo
Michael Stephens
Principal
JS
Jake Schutt
Principal
Profile Photo
Salil Mehta
Director of Alternative Investments
FM
Fred Molfino
Principal

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation