Laguna Beach scenery

LBCF INVESTMENT COMMITTEE

  • James P. Fletcher, CFA
  • Full time Laguna Beach resident since 1983
  • Managing Director and Portfolio Manager at First Republic Investment Management
  • Bachelor of Arts degree in economics from Stanford University
  • Holds a Chartered Financial Analyst designation and is a member of the Los Angeles and Orange County CFA Societies
  • 28 years of investment experience managing assets for non-profit organizations and high net worth individuals
  • Past Chair, Laguna Beach Educational Foundation Investment Committee
  • Chair, Laguna Beach Community Foundation Investment Committee
  • Laura Tarbox, CFP - Founding Chair
  • Laguna Beach resident since 1980
  • President & Founder, The Tarbox Group, Inc., a fee-only wealth advisory firm
    with offices in Newport Beach, and Palo Alto, CA
  • Served on various financial industry boards and taught CFP classes for 20 years, the last 18 at UC Irvine, where she received the Distinguished Instructor Award in 1997 and was the Financial Planning Program Director
  • Volunteer, SchoolPower Endowment and Capital Fund
  • Volunteer, Laguna Beach Community Clinic
  • Volunteer, Laguna Canyon Foundation
  • George H. Wood, CFA
  • Laguna Beach resident
  • 40 years of investment experience
  • 18 years at PIMCO (Pacific Investment Management Company)
  • Experience with Public Fund, Foundation and Endowments
  • Served as the Chairman of the Curriculum Committee of the Institute of Chartered Financial Analysts for several years
  • Served on the Board of Hoag Hospital, the Investment Committees of Hoag Hospital and St. Joseph Health System
  • Investment Committee of the Laguna Beach School Power Endowment.
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