James B. Marchetti
James B. Marchetti
Jim Marchetti is a Managing Director and Wealth Manager with First Republic Investment Management. He leads a team of highly experienced advisors and analysts who are able to address a multitude of investment planning issues for families.
Mr. Marchetti has significant 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 has received various industry accolades including the 2018 Forbes Best-in-State Wealth Advisors1 ranking for the state of California (#44), and the 2015 Barron’s Top Financial Advisors2 ranking for the state of California.
Mr. Marchetti graduated with honors from Stanford University with a degree in Economics. He is a Certified Investment Management Analyst® professional and earned this designation from the Wharton School at the University of Pennsylvania.
Wealth Management Experience: Since 1975
1The ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data. Assets under management are as of 6/30/2017.
2The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.
Check the background of this investment professional on FINRA’s BrokerCheck.