Josh RicciarelliJosh RicciarelliExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Josh
Josh Ricciarelli is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a partner of The Hill Group, he serves the sophisticated advisory needs of corporate executives, and high-net-worth individuals and their families, delivering comprehensive investment strategies that provide value across the entirety of their assets.
Josh takes a goals-based approach to financial planning, striving to understand personal and financial interests, liquidity concerns and time horizons. He partners with his clients to clarify short- and long-term objectives and assess risk tolerance. Engaging with individuals on a deeper level enables Josh to construct tailor-made financial plans that align client resources with the goals that are most important to them.
His core investment philosophy is focused on high-quality, dividend-paying and industry-leading companies that are concentrated in key growth sectors. With direct access to the firm's vast wealth management resources and research, he may select among carefully screened external managers to help address shorter-term fixed income objectives. He may also consider J.P. Morgan's extensive platform of alternative asset offerings to provide broad market exposure or tactical flexibility for qualified investors.
Josh began his career in 1999 as a Retirement Plan Specialist with Putnam Investments. He joined Bear Stearns in 2000 and transitioned to J.P. Morgan in 2008. A graduate of Trinity College, Josh holds a B.A. in Public Policy.
He and his wife live in Wilmington with their two school-aged children. Josh plays an active role in giving back to his community, prolifically fundraising for the Huntington's Disease Society of America. He spends most of his leisure time immersed in coaching and youth sports activities. When not with clients or his family, he roots for the Celtics and the Patriots as a season ticket holder.
Insights
$100 oil isn’t as scary as it used to be
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September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowBusiness succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now