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James B Marchetti

Wealth Manager, First Republic Investment Management
Northern California
James B. Marchetti is a Managing Director and Wealth Manager at First Republic Investment Management.

Mr. Marchetti has over 40 years of experience as a financial advisor, providing complete wealth management and estate planning strategies for individuals and families. Prior to joining First Republic he was a Managing Director at Merrill Lynch where he spent his entire career.

Mr. Marchetti graduated with honors from Stanford University with a degree in economics. He also holds a Certified Investment Management Analyst® designation (CIMA®).

Wealth Management Experience: 40 Years

Check the background of this investment professional on FINRA's BrokerCheck.