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
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January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowWhat impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowWhat you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowWill central banks have to cause a recession to tame inflation?
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February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now