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.

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now