James P. Fletcher

James P. Fletcher

Wealth Manager, First Republic Investment Management
NEWPORT BEACH/CORONA DEL MAR

James P. Fletcher

Wealth Manager, First Republic Investment Management
NEWPORT BEACH/CORONA DEL MAR
  • 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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