Ms. Flanagan joined First Republic in 2012. In her role as Wealth Manager, she provides investment management and wealth advisory counseling to high net worth individuals, their families, foundations and endowments. Prior to First Republic, she spent 17 years at U.S. Trust, most recently as a Senior Vice President and Senior Portfolio Manager. Ms. Flanagan has also held senior portfolio management positions at other Southern California firms.
Ms. Flanagan’s work and dedication have led to recognition on the Forbes Top Women Wealth Advisors ranking.
Active in the Southern California community, she serves on the board of directors for The Christ Cathedral, SPIN (Serving People in Need) and The Pacific Club. She is the former chairman of the Finance Council for the Catholic Diocese of Orange, and is the past president of the Los Angeles Society of Financial Analysts and the Orange County Society of Investment Managers. Her additional affiliations include the CFA Institute and the Orange County Estate Planning Council.
Ms. Flanagan received her bachelor’s degree in Business Administration from the University of Southern California, and her master’s degree in Business Administration from California State University at Long Beach. She holds the Chartered Financial Analyst® designation.
Wealth Management Experience: Since 1980
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