James L. Marchetti

Meet James.

James L. Marchetti, known as Jimmy, helps individuals and families pursue financial goals through investment advice. Before Rockefeller, he worked at First Republic and Merrill Lynch. His earlier experience included public stock market exit strategies for private equity and venture capital professionals through Merrill’s Venture Services Group.

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Areas of focus

Investment management · Private equity professionals · Venture capital professionals

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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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