
Lucas Hatch
Lucas joined Parallel Advisors in September of 2009 to provide comprehensive wealth management solutions to his clients under... | San Francisco, California, United States
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Lucas Hatch’s Emails lu****@pa****.com
Lucas Hatch’s Phone Numbers No phone number available.
Social Media
Lucas Hatch’s Location San Francisco, California, United States
Lucas Hatch’s Expertise 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 services, investment management, brokerage, insurance and customized credit solutions. Prior to joining Wachovia in 2007, Lucas was a Vice President and Private Banker with Wells Fargo in San Francisco for 6 years where he held a similar position providing financial solutions to high net worth clients. He has been in the financial services industry for more than 20 years. Lucas graduated from the University of Southern California in 1993 with a B.S. in Business Administration. Specialties: Wealth planning, financial planning, investment management, credit structuring
Lucas Hatch’s Current Industry Mill Valley Soccer Club
Lucas
Hatch’s Prior Industry
Jay Wolfe Automotive
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Chen And Mcginley
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Wells Fargo Private Bank
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Wells Fargo
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Parallel Advisors
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Peer Health Exchange
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Mill Valley Soccer Club
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Work Experience

Mill Valley Soccer Club
President of the Board of Directors
Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Peer Health Exchange
Bay Area Board Member
Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Parallel Advisors
Principal
Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Wells Fargo
VP / Senior Relationship Manager
Sat Sep 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Wells Fargo Private Bank
VP / Private Banker
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Chen And Mcginley
Sr. Technical Recruiter
Sat Apr 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)
Jay Wolfe Automotive
Finance Director
Wed Jun 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)