Robert C. TrumbullRobert C. TrumbullVice PresidentWealth Advisor
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About Robert
Robert C. Trumbull is a Wealth Advisor at J.P. Morgan Wealth Management.
As a partner of Fagan, Boshart & Trumbull Wealth Management, Rob serves high-net-worth individuals and their families, providing holistic wealth planning and advisory services to enable them to achieve their financial goals.
Rob leverages his 20 years of asset management and Exchange Traded Fund (ETF) experience to provide strategies that integrate the entirety of each client's financial picture. He harnesses the power of the team's complementary backgrounds as well as the depth of resources across J.P. Morgan to help clients pursue their individualized goals. His ability to form trustworthy relationships is invaluable when advising families of substantial wealth.
Rob is passionate about giving back and launched the team's Financial Literacy for Youth (FLY) initiative in 2019 which provides financial literacy education to underprivileged individuals and communities throughout greater Boston.
Prior to joining J.P. Morgan, Rob was a Managing Director at State Street Global Advisors and Head of Americas Institutional ETF Sales. He earned his MBA in Global Management from Babson College and also holds a B.A. in Economics from Rollins College.
Rob and his wife live in Weston, MA, with their two young children. He currently serves as a Trustee for the Middlesex School as well as Chair of the Board of Ambassadors and Trustee for the New England Aquarium. Outside of work, Rob is an avid golfer and enjoys playing both competitively and for fun.
Insights
Is a Goldilocks economy just a fairy tale?
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April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
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May 10, 2024As earning season winds down, here’s what we’ve picked up.Read NowIs a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read NowTesting the five big insights of our 2024 Outlook
May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read NowApril 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read NowYou’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowEye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read NowIntroduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowElection year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read NowHeard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read Now