Keith CaparelliKeith Caparelli, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
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.
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
401(k) private equity investing: Things to consider
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Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
How to title your assets
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Caring for aging relatives
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November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowHow to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now