Josh RicciarelliJosh RicciarelliExecutive DirectorWealth Advisor
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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now