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
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
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The art of making your estate plan matter: Using your superpower as a ‘wise giver’
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A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
When disaster strikes: How to give with intention and impact
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The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now