
Marissa GaspariMarissa Gaspari, CPWA®Vice 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 husband, 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.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights

The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read Now
6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read Now
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read Now
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read Now
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read Now
6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read Now
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read Now
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read Now
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
