Keith Caparelli

Wealth Manager, First Republic Investment Management
Garden City, New York

Keith Caparelli

Wealth Manager, First Republic Investment Management
Garden City, New York
  • Wealth Management Experience: Since 2010
    Keith Caparelli is a Managing Director and Wealth Manager with First Republic Investment Management. Mr. Caparelli began his financial services career at UBS in 2010 in the operations department. In 2013, he joined the branch’s largest team as a Wealth Strategy Associate working alongside its Lead Portfolio Manager. Mr. Caparelli joined Mr. Yamin’s team in 2017. Most recently he was a Vice President and Director of Business Strategy at Morgan Stanley before joining First Republic at the beginning of 2023. Mr. Caparelli provides highly customized boutique-like services to a limited number of individuals, executives, business owners and their families. He takes the time to develop deeper relationships that go beyond wealth management. His knowledge and experience allow him to provide his clients with a variety of services such as investment, asset and liability management; philanthropy; estate planning; and lending services.
  • Community Involvement
    Mr. Caparelli has been active in his local community for many years. He has served on the board committee of Holy Cross High School and is involved with the National Multiple Sclerosis Society.
  • Education
    Mr. Caparelli earned his bachelor of science in finance from Fordham University. He is a CERTFIED FINANCIAL PLANNER™ professional.
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