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

Investing

4 key actions to consider for your portfolio for what’s to come this year

April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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