- Wealth Management Experience Since 2000Richard Scarpelli is a Managing Director and Head of Financial Planning with J.P. Morgan Wealth Management. Mr. Scarpelli joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. Prior to joining First Republic in 2017, Mr. Scarpelli was Head of Financial Planning at UBS. He was also previously Co-Head of Advanced Planning and a Senior Wealth Strategist. Prior to UBS, he was a Tax Senior at Arthur Andersen in the Private Client Services group providing individual, partnership and gift tax advice to high net worth clients.
- Professional DesignationMr. Scarpelli is a licensed Certified Public Accountant in the state of New York as well as a Chartered Financial Consultant.
- EducationMr. Scarpelli earned his Masters of Science in Taxation and his MBA with a concentration in Accounting from Fordham University School of Business.
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