Ms. Flanagan joined First Republic in 2012, continuing an investment career that spans more than thirty years. In her role as Wealth Manager, Ms. Flanagan provides investment management and wealth advisory experience to high net worth individuals, their families, foundations and endowments. Prior to First Republic, Ms. 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 Masters degree in Business Administration from California State University at Long Beach. She is also a CFA® charterholder.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. She is a member of the CFA Institute and Orange Coast Estate Planning Council.
Wealth Management Experience: Since 1991
Check the background of this investment professional on FINRA's BrokerCheck.