Robert C. TrumbullRobert C. Trumbull
Vice President
Wealth Advisor

"I love what I do. Helping our clients articulate and chart a course to achieve their financial goals is incredibly rewarding. We have the team, expertise and resources to serve as our clients’ trusted advisor."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023

About Robert

Robert C. Trumbull is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

As a partner of Fagan, Boshart & Trumbull 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 publications.1

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 & Trumbull 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 M.B.A. 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. 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.

Insights

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
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January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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