James L. Marchetti

James L. Marchetti

Wealth Manager, First Republic Investment Management
San Francisco
Jim L. Marchetti is a Vice President and Wealth Manager with First Republic Investment Management.
 
Mr. Marchetti has extensive investment advisory experience helping individuals and families achieve their unique financial goals. Prior to joining First Republic in 2016, Mr. Marchetti spent nearly eight years as a financial advisor at Merrill Lynch. Mr. Marchetti joined Merrill Lynch in 2005 with the Venture Services Group which provides public stock market exit strategies for private equity and venture capital professionals.

Mr. Marchetti was ranked in the Forbes Top Next-Gen Wealth Advisors in 2018 and a Best-in-State Next-Gen Wealth Advisor for California in 2019.1

He graduated with honors from Emory University in Atlanta, Georgia with a Bachelor of Arts double major in Economics and Political Science.
 
Wealth Management Experience: Since 2008

1SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from the advisors or their firms in exchange for placement on the ranking.

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