Lucas Hatch is a partner in Parallel Advisors, an independent wealth management firm. Parallel works with individuals and families to achieve their financial goals by providing clear, concise financial planning coupled with portfolio construction and asset allocation recommendations.
Lucas 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 13 years.
Lucas graduated from the University of Southern California in 1993 with a B.S. in Business Administration. Lucas serves on the Board of Overseers for the Bay Area Chapter of Peer Health Exchange, a national non-profit organization that trains college students to teach a health curriculum in public high schools. Lucas lives at Mill Valley with his wife and 2 young children.