Stephen R. Marotto

Stephen R. Marotto

Wealth Manager, First Republic Investment Management
San Francisco
Industry Accolades
  • Top Next-Gen Wealth Advisors
    Forbes, 2017-2022
  • Best-In-State Wealth Advisors
    Forbes, 2019-2022

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Stephen R. Marotto

Wealth Manager, First Republic Investment Management
San Francisco
  • Wealth Management Experience Since 2008
    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 by Forbes as a Top Next-Gen Wealth Advisor1 (2017-2022) and a Best-In-State Wealth Advisor2 (2019-2022).
  • Community Involvement
    He is a member of the California Society of CPAs and the CFA Society of San Francisco. He has also taken a special interest in volunteering with the Leukemia & Lymphoma Society.
  • Professional Designation
    Mr. Marotto is a licensed Certified Public Accountant (inactive) in the State of California and holds the Chartered Financial Analyst® designation.
  • Education
    Mr. Marotto received his Bachelor of Science in Business Administration from California Polytechnic State University, San Luis Obispo.
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