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James P. Fletcher

Wealth Manager, First Republic Investment Management

Southern California

James P. Fletcher is a Managing Director and Wealth Manager at First Republic Investment Management.

Before joining First Republic in 2010, Mr. Fletcher served as first Vice President and Senior Director of Portfolio Management at BNY Mellon in Newport Beach, where he worked for 10 years. Prior to BNY Mellon, he was President of Fletcher Capital Advisors, a registered investment advisor, managing assets for endowments, charities, foundations and high net worth individuals. His special interests are the integration of complex estate plans into a cogent investment policy and intergenerational asset transfer.

Active in the community, Mr. Fletcher serves on the investment committee of the Laguna Beach Community Foundation and is past chair and current emeritus member of the Laguna Beach Educational Foundation investment committee.

Mr. Fletcher earned a Bachelor of Arts degree in economics from Stanford University. He holds a Chartered Financial Analyst designation and is member of the Los Angeles and Orange County CFA societies.

Wealth Management Experience: 28 Years

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