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Stephen R. Marotto

Wealth Manager, First Republic Investment Management
Northern California
Stephen Marotto is a Vice President and Wealth 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. Mr. Marotto is a licensed Certified Public Accountant (CPA) in the State of California and is a Chartered Financial Analyst®.

Mr. Marotto has been recognized by Forbes as a top millennial advisor1 in 2017. He 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

 

To qualify for the Forbes top millennial advisors, SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Ranking is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. For more information see www.SHOOKresearch.com.

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