- Wealth Management Experience Since 2003Margaret Pierattini is a Director and Associate Wealth Manager at First Republic Investment Management. Ms. Pierattini started her career in financial services at Seneca Capital Management in San Francisco in 2003 as an Operations Associate. From 2005-2016 she was a Relationship Manager at Lateef Investment Management in Greenbrae, California. Ms. Pierattini joined First Republic Investment Management in 2016.
- Professional DesignationShe is a CERTIFIED FINANCIAL PLANNER™ and has over 17 years of investment experience
- 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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