James B. Marchetti

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James B. Marchetti advises individuals and families on wealth management and estate planning strategies. His background includes leading an advisory team at First Republic Investment Management and a long career at Merrill Lynch. He holds the Certified Investment Management Analyst designation and studied economics at Stanford University.

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Areas of focus

Wealth management · Estate planning · Investment planning

Credentials recorded in sources

CIMA®

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Rockefeller Capital Management offers wealth management through Rockefeller Global Family Office, alongside investment management and investment banking businesses. Its wealth teams describe investment advisory, wealth strategy, family office solutions, trustee services, philanthropy, lifestyle advisory, and financial education for the next generation.

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