Stephen R. Marotto

Stephen R. Marotto

Wealth Manager, First Republic Investment Management
San Francisco

Stephen Marotto is a Managing Director and Wealth Manager at First Republic Investment Management. In his current role, he serves a diverse group of clients in developing customized investment strategies and comprehensive financial plans.

Mr. Marotto joined First Republic in 2008 and 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 has been recognized as a Forbes Top Next-Gen Wealth Advisor from 2017 to 2019 and a 2019 and 2020 Best-In-State Wealth Advisor in California. He is a member of the CFA Society 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.

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

Wealth Management Experience: Since 2008






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