James Marchetti Email & Phone Number

Managing Director @ Rockefeller & Co., Inc.

5 free lookup(s).

James Marchetti Location

Walnut Creek, CA, US

James Marchetti Work

2023 - now Managing Director @ Rockefeller & Co., Inc.
2016 - 2023 Managing Director - Wealth Manager @ First Republic Private Wealth Management
View Department
1975 - 2016 Managing Director @ Merrill Lynch

James Marchetti Education

The Wharton School
Certified Investment Management Analyst (CIMA) (Finance and Financial Management Services)
2003
Stanford University
Bachelor of Arts (Economics)
1972 - 1975

James Marchetti Skills

Business Development
Management
Equity Research

Retirement Planning
Financial Strategies
Portfolio Management
Wealth Management

see less

James Marchetti Summary

James Marchetti, based in Walnut Creek, CA, US, is currently a Managing Director at Rockefeller Capital Management. James Marchetti brings experience from previous roles at First Republic Private Wealth Management and Merrill Lynch. James Marchetti holds a Certified Investment Management Analyst (CIMA) in Finance and Financial Management Services @ The Wharton School. With a robust skill set that includes Business Development, Management, Equity Research, Retirement Planning, Financial Strategies and more. James Marchetti has 2 emails and 2 mobile phone numbers on RocketReach.

James Marchetti Emails

Found 2 emails

James Marchetti Phone Numbers

Found 2 phone numbers

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