James B. Marchetti

James B. Marchetti is a seasoned finance professional with extensive experience in wealth management. Currently serving as Managing Director at Rockefeller Capital Management since March 2023, James has previously held the position of Managing Director - Wealth Manager at First Republic Private Wealth Management from July 2016 to March 2023. James's career in finance began at Merrill Lynch, where a 41-year tenure culminated in the role of Managing Director. James holds a Bachelor of Arts in Economics from Stanford University and a Certified Investment Management Analyst credential from The Wharton School.