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Marissa GaspariMarissa GaspariVice PresidentRelationship Manager
About Marissa
Marissa Gaspari is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Marissa joined J.P. Morgan in 2024 after nearly a decade as a Wealth Management Associate at Merrill Lynch. She served as President of the New York City Women's Exchange from 2017-2024, an organization for female business owners focused on professional development, client engagement and philanthropy. She began her career as an Associate at Barclays in 2015.
A Certified Private Wealth Advisor® (CPWA®) professional, she is well-versed in the sophisticated needs of high-net-worth individuals, including navigating highly concentrated positions, advanced estate planning, business ownership and family dynamics. Marissa emphasizes total wealth care, leveraging the deep relationships she has developed over the years to focus on advancing each client's individualized objectives and goals. She is also responsible for the team's day-to-day services and operations, which include opening new accounts, transitioning assets and executing transactions, ensuring that each client has a seamless experience. Marissa harnesses the firm's vast suite of products and services to advocate for clients as they pursue the financial future they envision.
A graduate of The University of Miami Herbert School of Business, Marissa holds a B.A. in Finance with concentrations in Economics and Accounting. She earned her CPWA® designation in partnership with The University of Chicago Booth School of Business and The Investments & Wealth Institute. She is an active member of the local Italian community, an interest piqued by her time abroad studying International Finance and Luxury Brands at Università Bocconi in Milan, Italy.
Marissa lives in Manhattan's Nolita neighborhood with her fiancé, Martin. An avid traveler, she enjoys exploring new cultures, cuisines and landscapes across the globe. In her free time, Marissa embraces her creative side by making pottery and hosting dinner parties with friends. She gives back to her community by volunteering with City Harvest, Room to Grow and Student Sponsor Partners.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now