Stephen R. Marotto

Portfolio Manager, First Republic Investment Management

Northern California

Stephen Marotto is a Vice President and Portfolio Manager at First Republic Investment Management. In his current role, he serves a diverse group of clients in developing customized investment strategies, focusing on tactical asset allocation as well as security selection.

Mr. Marotto joined First Republic in 2008 and has served as a Portfolio Strategist and Research Analyst in both equity and fixed income markets. Prior to joining First Republic, he worked in the Assurance & Business Advisory Practice at PricewaterhouseCoopers LLP in San Francisco.

Mr. Marotto received his Bachelor of Science degree from California Polytechnic State University, San Luis Obispo. He is a licensed Certified Public Accountant (CPA) in the State of California and holds the Chartered Financial Analyst (CFA) designation.

Mr. Marotto is a member of the California Society of CPAs and the CFA Society of San Francisco, where he helps as a peer mentor and community service volunteer. He has also taken a special interest in volunteering with the Leukemia & Lymphoma Society.

Wealth Management Experience: 9 Years

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