Ms. Flanagan joined First Republic in 2012, continuing an investment career that spans more than thirty years. In her role as Portfolio Manager, she provides investment management and wealth advisory experience to high net worth individuals, their families, foundations and endowments. Prior to First Republic, Flanagan spent a total of 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 including roles at Contango Capital Advisors, First American Trust, Stein Roe Investment Counsel, Boston Safe Deposit & Trust. She began her career at Security Pacific Bank.
Ms. Flanagan received her Bachelor of Science 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.
Active in the Southern California community, Ms. Flanagan is currently the chairman of the Finance Council for the Catholic Diocese of Orange, and serves on the board of directors for the Christ Cathedral and SPIN (Serving People in Need). She 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, Orange Coast Estate Planning Council, and the Cal State Long Beach Student Managed Fund Advisory Board.
Wealth Management Experience: 30 Years
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