Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

About Robert

Robert Nicastro is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

In 2023, he joined the firm from First Republic, where he spent two years with the team as Vice President, Wealth Manager. Previous to that, Robert worked for ten years alongside his colleagues as a Vice President and Senior Wealth Advisor at Citi Personal Wealth Management.

Day in and day out, Robert addresses the sophisticated planning needs of the team's ultra-high-net-worth clientele—C-suite executives with issues surrounding concentrated stock positions, business owners contemplating the sale of their enterprises, family members with conflicting visions, and retirees looking to create enduring legacies.

Robert does his best work for clients whose financial pictures are complex and require a more comprehensive approach. He believes that clients stay with him and refer others due to his integrity, sensitivity and technical skills.

A golf enthusiast, Robert and his wife, Isabel, reside in Seaford, New York. They are proud parents of two children, including a member of the U.S. Marine Corps.

Insights

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