Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024
America's Top Wealth Management Teams
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

Investing

What to consider when you’re considering alternative investments

March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Wealth Planning

On the rocky road to tax cuts

March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook

March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected

March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
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