Margaret Pierattini, CFP®

Margaret Pierattini is a Managing Director and Private Advisor at Rockefeller Global Family Office. Prior to Rockefeller, she was a Vice President and Wealth Manager at First Republic Investment Management. 

Margaret provides wealth management, investment and financial planning services to high-net-worth individuals and families.  She has two decades of progressive leadership and education in the financial services field.  She started her career at Seneca Capital Management in San Francisco in 2003.  She was a Senior Client Service Associate and Relationship Manager at Lateef Investment Management in Greenbrae, California from 2006 – 2016. Margaret joined Anne Golden and First Republic Investment Management in 2016.  

Margaret received her Bachelor of Science in Business Administration from the University of San Francisco in 2003 and completed her Certificate in Financial Planning from U.C. Berkeley Extension in 2018 and is a CERTIFIED FINANCIAL PLANNER™.  She was an instructor in the U.C. Berkeley Financial Planning Program from 2020-2022, and currently serves as a USF North Bay Alumni Regional Council Member, mentor in both the USF Alumni Mentorship and Girls With Impact Programs.