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
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now