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Robert Trumbull
I leverage my 15 years of asset management experience to provide institutional-caliber strategies that integrate the entirety of each client’s financial picture.

Robert C. Trumbull

Vice President

Robert C. Trumbull


617.654.2434

robert.trumbull@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

About Robert

Robert C. Trumbull is a Wealth Advisor with J.P. Morgan Wealth Management. As a partner of Fagan & Boshart Wealth Management, he delivers the team’s holistic approach to wealth planning and the breadth of services available to ultra-high-net-worth individuals and their families.

Rob leverages his 15 years of asset management experience to provide institutional-caliber strategies that integrate the entirety of each client’s financial picture. Specifically, he is considerably skilled in the use of ETFs and, as a thought leader in the space, has contributed to industry publications1

Rob harnesses the power of the team’s complementary backgrounds and navigates the firm to help pursue individualized goals. His ability to form trustworthy relationships is invaluable when advising families of substantial wealth.

Over the course of his career, Rob has worked with some of the largest investors in the world. His experience spans tailored wealth management, goals-based investing and strategic planning.

Prior to joining Fagan & Boshart Wealth Management, Rob was a Managing Director at State Street Global Advisors and Head of Americas Institutional ETF Sales. As a senior-level executive on the team that re-ignited the SPDR ETF business, he was instrumental in entering new markets and significantly growing assets. 

Rob earned his MBA in Global Management from Babson College and also holds a BA in Economics from Rollins College. 

Rob and his wife live in Weston, MA with their two young children. An influential leader in his community, he is a Trustee and President of the Alumni Association for the Middlesex School in Concord, MA. Rob is also Vice Chair of the Board of Overseers for the New England Aquarium. In his spare time, he enjoys playing golf and carries a 3 handicap.

1. In the book, The Institutional ETF Toolbox, the author, Eric Balchunas, uses numerous quotes attributed to Robert Trumbull.

 

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