New York, March 27, 2023
Rockefeller Global Family Office (“RGFO”), the wealth management division of Rockefeller Capital Management, today announced the addition of Marchetti Porter Wealth Partners of San Francisco, Calif. to its Pacific Northwest Division.
The group, recognized by Forbes as a Best-In-State Wealth Management Team for 2023, is led by Managing Directors and Private Advisors James B. Marchetti and Caleb Porter and includes Senior Vice President and Private Advisor James L. Marchetti; Client Relationship Directors Stacey Swain and Alicia Powell; and Client Associate Ellen Siebenlist. The team, formerly at First Republic Wealth Management, will report to Brian Riley, Pacific Northwest Division Director at RGFO.
“This group brings extensive knowledge and expertise in providing highly customized solutions to meet the complex needs of successful investors, families and businesses,” said Michael Outlaw, National Field Director at RGFO. “We are pleased to partner with James, Caleb and their team as we further expand our presence in this crucial market.”
“We are delighted to welcome the members of Marchetti Porter Wealth Partners to our firm,” said Christopher Dupuy, Co-President of RGFO. “James, Caleb and their entire team exemplify the extraordinary level of talent we are bringing to Rockefeller as we extend our unparalleled wealth management offering to a growing base of discerning clients.”
To learn more about the team, visit: https://rcm.rockco.com/marchetti-porter-wealth-partners/
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions, and corporations from 44 locations across the United States. Early in 2022, the Firm opened an office in London. As of December 31, 2022, the Firm was responsible for approximately $98 billion in client assets across its three business segments, the Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory.
The Forbes rankings discussed above was designated in 2023 and last for a period of one year until new rankings are released. Each advisor team—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.