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 10 years of 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’ 2018 Top Next-Gen Wealth Advisors1

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 2010
 

1To qualify for the Forbes top millennial advisors, SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Ranking is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. For more information see www.SHOOKresearch.com.

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