![Stephen Marotto](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Stephen Marotto
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Profile
Stephen R.
Marotto worked as a Principal at PricewaterhouseCoopers LLP in 2007.
He also worked as a Wealth Manager at JPMorgan Private Wealth Advisors LLC from 2017 to 2023.
Marotto received an undergraduate degree from California Polytechnic State University (San Luis Obispo).
Former positions of Stephen Marotto
| Companies | Position | End |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Portfolio Manager-Equities | 31/03/2023 |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Corporate Officer/Principal | 30/12/2007 |
Training of Stephen Marotto
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
California Polytechnic State University (San Luis Obispo)
 California Polytechnic State University (San Luis Obispo) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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