James B. Marchetti
Managing Director and Private Advisor at Rockefeller Capital Management
- Role
- Managing Director at Rockefeller Capital Management
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About James B. Marchetti
James B. Marchetti (CIMA®) is a Managing Director and Private Advisor at Rockefeller Global Family Office. Prior to joining RGFO in March 2023, he was a managing Director and Wealth Manager at First Republic Investment Management where he led a team of highly experienced advisors and analysts who can address a multitude of investment planning issues for clients.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 the first 40 years of his career.Mr. Marchetti earned Certified Investment Management Analyst designation from the Wharton School of Business at the University of Pennsylvania. Mr. Marchetti graduated with honors from Stanford University with a degree in economics. Jim has received various industry awards and accolades including the 2019 Forbes\' Best-in-State-Wealth Advisors ranking for the state of California, the 2018 Forbes’ Best-in-State Wealth Advisors ranking for the state of California (#44) and the 2015 Barron’s Top Financial Advisors ranking for the state of California.
Experience
Managing Director
Rockefeller Capital Management
Mar 2023 — Present · US
Education
Stanford University
Bachelor of Arts, Economics
1972 — 1975
The Wharton School
Certified Investment Management Analyst (CIMA), Finance and Financial Management Services
2003
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