PUBLIC-SOURCE PROFILE
James B. Marchetti
Private Advisor, Managing Director
Rockefeller Capital Management ↗Office not confirmed, Not recorded
BACKGROUND & PLANNING FOCUS
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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.
- Reported firm
- Rockefeller Capital Management
- CRD number
- Not listed in this profile
- Minimum investment
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- Fees & compensation
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
The official team page lists three offices and the individual biography does not assign one. City/state intentionally remain null. A FINRA employment location for Caleb Porter is not substituted for an explicitly assigned practice office.
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