Networking Luncheon + A 20-Minute Expert Presentation
Very limited space available.

Maureen Flanagan, CFA
Managing Director, Wealth Manager

First Republic Investment Management

Ms. Flanagan joined First Republic in 2012. In her role as Wealth Manager, she provides investment management and wealth advisory counseling to high net worth individuals, their families, foundations and endowments.

Prior to First Republic, she spent 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. She holds the Chartered Financial Analyst® designation. Active in the Southern California community, she serves on the board of directors for SPIN (Serving People in Need) and is the Vice Chair of the Newport Beach City Arts Commission. She is the former chairman of the Finance Council for the Catholic Diocese of Orange, and is the past president of the CFA Society Los Angeles and the CFA Society of Orange County.

Her additional affiliations include the CFA Institute and the Orange County Estate Planning Council. Accolades include Top Women Wealth Advisors, Forbes, 2020, 2022 and Best-In-State Wealth Advisor, Forbes, 2022.