- Wealth Management Experience Since 2003Margaret Pierattini is a Vice President and Wealth Manager at First Republic Investment Management. In her role as Wealth Manager, Ms. Pierattini provides wealth management, investment and financial planning services to high-net-worth individuals and families. Ms. Pierattini has over seventeen years of progressive leadership and education in the financial services field. She started her career at Seneca Capital Management in San Francisco in 2003. She was a Senior Client Service Associate and Relationship Manager at Lateef Investment Management in Greenbrae, California from 2006 - 2016. Ms. Pierattini joined Anne Golden and First Republic Investment Management in 2016.
- Professional DesignationShe is a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationMs. Pierattini received her Bachelor of Science in Business Administration from the University of San Francisco in 2003 and completed her Certificate in Financial Planning from U.C. Berkeley Extension in 2018. Ms. Pierattini is an instructor in the U.C. Berkeley Financial Planning Program, a USF North Bay Alumni Regional Council Member and a mentor in the USF Alumni Mentorship Program.
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