About Keith

Keith Caparelli is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

Keith provides highly customized and boutique-like services to a limited number of individuals, executives, business owners and their families. He is passionate about serving the next generation of clients, taking the time to develop deeper relationships that go beyond wealth management. Keith's knowledge and experience allow him to provide his clients with a variety of services such as investments, asset and liability management, philanthropic giving, estate planning and lending services.

A graduate of Fordham University, Keith earned a B.S. in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Keith began his financial services career at UBS in 2010 in the operations department. In 2013, he moved to the branch's largest team as a Wealth Strategy Associate, working alongside its Lead Portfolio Manager. Keith joined The Yamin Group in 2017 at Morgan Stanley and most recently served as a Managing Director and Wealth Manager with First Republic Investment Management. He joined J.P. Morgan in 2023.

Active in his local community for many years, Keith served on the board committee of Holy Cross High School and is involved with the National Multiple Sclerosis Society.


Sell-off struggle: Do bears have unfinished business?

January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now

July 2023 Fed Meeting: Interest Rate Hikes Resume

January 9, 2024The Federal Reserve raised interest rates by 25 basis points in July 2023.Read Now

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now