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Rockefeller Capital Management

Rockefeller Nabs $1.3B Six-Person First Republic Advisory Team

Marchetti Porter Wealth Partners, a six-person advisory team with $1.3 billion in assets, has left First Republic Wealth Management to join Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management in San Francisco.

Marchetti Porter Wealth Partners is led by managing directors and private advisors James B. Marchetti and Caleb Porter, both who had been at Merril Lynch before joining First Republic in early 2016.

The teak also includes senior vice president and private advisor James L. Marchetti; client relationship directors Stacey Swain and Alicia Powell; and client associate Ellen Siebenlist.

The team will report to Brian Riley, Pacific Northwest Division director at Rockefeller Global Family Office.

Marchetti is at least the second group to depart the troubled bank in recent weeks. Vishal Bakshi, a New York City broker who managed over $1 billion in assets and generated $10 million in revenue, left on March 17 after less than a year at First Republic to join Morgan Stanley.

Rockefeller Capital Management manages about $98 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory.

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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