Keith CaparelliKeith Caparelli, CFP®Executive DirectorWealth Advisor
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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
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April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
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April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now