Stephen R. Marotto
Stephen R. Marotto
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 20191 and a 2019 and 2020 Best-In-State Wealth Advisor in California.2 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 20081To qualify for the Forbes top millennial advisors, SHOOK Research considered advisors born in 1980 or later with a minimum four 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.
2Professionals were eligible for this list with ranking determination based on quantitative criteria, including individual, as well as team, assets under management and revenue generated, and on qualitative measures derived from telephone and in-person interviews and surveys, including service model, investing process, client retention, industry experience and firm nominations. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.
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