James B. Marchetti

James B. Marchetti

Wealth Manager, First Republic Investment Management
San Francisco

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 Advisors ranking for the state of California (#44), and the 2015 Barron’s Top Financial Advisors 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






Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here

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