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
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October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
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