James P. Fletcher

Wealth Manager, First Republic Investment Management

NEWPORT BEACH/CORONA DEL MAR

Industry Accolades

Best-in-State Wealth Management Teams
Forbes, 2020 - 2023

The Forbes ranking is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year.

James P. Fletcher

Wealth Manager, First Republic Investment Management

NEWPORT BEACH/CORONA DEL MAR

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Wealth Management Experience Since 1991
James P. Fletcher is a Managing Director and Wealth Manager at First Republic Investment Management. Mr. Fletcher joined First Republic Investment Management in 2010 after serving as First Vice President and Senior Director of Portfolio Management at BNY Mellon. Prior to BNY Mellon he was President of Fletcher Capital Advisors, a registered investment advisor, managing assets for endowments, charities, nonprofits and high net worth individuals. He believes that planning, whether it be estate or financial, is critical for clients to achieve their long-term goals.
Community Involvement
Active in the community, Mr. Fletcher serves as Trustee of the Laguna Beach Community Foundation and served as Chair of its investment committee. He is a former Chair of the Laguna Beach Educational Foundation investment committee.
Professional Designation
He is a CFA® charterholder and a member of the Los Angeles and Orange County CFA societies.
Education
Mr. Fletcher earned a Bachelor of Arts in Economics from Stanford University.

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