About LisaMarie

LisaMarie Passariello is an Investment Associate with J.P. Morgan Wealth Management.

An equally driven and valuable member, LisaMarie works primarily in the Investment Management and Relationship Development divisions of Gilman Private Wealth Management. Among a number of other responsibilities, she leans on her strong accounting skills, serving as a coordinator between Gilman Private Wealth Management and the accountants of their clients. Additionally, LisaMarie holds her FINRA Series 7 and Series 66 licenses.

A graduate of the University of Connecticut, LisaMarie holds a bachelor's degree in accounting. She began her career in public accounting where she gained valuable income tax knowledge as well as her Certified Public Accountant license. LisaMarie joined J.P. Morgan in 2022 and has already proved to be an invaluable addition.

LisaMarie enjoys spending her free time traveling and connecting with both her friends and family.

Insights

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