James L. Marchetti

James L. joined Rockefeller in March of 2023. Prior to Rockefeller, he was a Senior Vice President and Wealth Manager with First Republic Investment Management. James has extensive investment advisory experience helping individuals and families achieve their unique financial goals. Prior to joining First Republic in 2016, Mr. Marchetti spent nearly eight years as a financial advisor at Merrill Lynch. Mr. Marchetti joined Merrill Lynch in 2005 with the Venture Services Group which provides public stock market exit strategies for private equity and venture capital professionals.

He graduated with honors from Emory University in Atlanta, Georgia with a Bachelor of Arts double major in Economics and Political Science.

Best-in-State Wealth Advisors – Forbes, 2019

Top Next-Gen Wealth Advisors – Forbes, 2019

Best-in-State Wealth Management Teams – Forbes, 2023

* The Forbes Best-In-State Wealth Advisors rankings discussed above was designated in 2019 and lasts for a period of one year until new rankings are released.  The Forbes Top Next-Gen Wealth Advisors rankings discussed above were designated in 2019 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.