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

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