James B. Marchetti, CIMA®
James B. Marchetti joined Rockefeller in March of 2023. Prior to Rockefeller, he was a Managing Director and Wealth Manager with First Republic Investment Management where he led a team of highly experienced advisors and analysts who are able to address a multitude of investment planning issues for families.
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 his entire career.
He is a Certified Investment Management Analyst® professional and earned this designation from the Wharton School at the University of Pennsylvania.
Mr. Marchetti graduated with honors from Stanford University with a degree in Economics.
Top Advisor Rankings By State – Barron’s, 2015
Best-In-State Wealth Advisors – Forbes, 2018
Best-In-State Wealth Management Teams – Forbes, 2023
* The Forbes Best-In-State Wealth Advisors rankings discussed above was designated in 2018 and lasts for a period of one year until new rankings are released. The Forbes Best-In-State Wealth Management Teams rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.
* Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
*The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.