James B. Marchetti

James B. Marchetti

Wealth Manager, First Republic Investment Management
San Francisco
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2018
  • Top Advisor Rankings by State
    Barron's, 2015

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

James B. Marchetti

Wealth Manager, First Republic Investment Management
San Francisco
  • Wealth Management Experience Since 1975
    Jim Marchetti is a Managing Director and Wealth Manager with First Republic Investment Management. He leads a team of highly experienced advisors and analysts who are able to address a multitude of investment planning issues for families. Mr. Marchetti has significant experience as a financial advisor, providing complete wealth management and estate planning strategies for individuals and families. Prior to joining First Republic he was a Managing Director at Merrill Lynch where he spent his entire career.
  • Professional Designation
    He is a Certified Investment Management Analyst® professional and earned this designation from the Wharton School at the University of Pennsylvania.
  • Education
    Mr. Marchetti graduated with honors from Stanford University with a degree in Economics.
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