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 by Forbes as a Top Next-Gen Wealth Advisor1 (2017-2022), a Best-In-State Wealth Advisor2 (2019-2022), and an America’s Next Gen Advisors (2022).

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.

Mr. Marotto is a licensed Certified Public Accountant (inactive) in the State of California and holds the Chartered Financial Analyst® designation.

Mr. Marotto received his Bachelor of Science in Business Administration from California Polytechnic State University, San Luis Obispo.