Robert C. TrumbullRobert C. TrumbullVice PresidentWealth Advisor
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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
May 2024 Fed meeting: Rates hold steady
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May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowMidnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read NowNerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
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April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowGeopolitical 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 NowBuilding 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 NowIs it a golden era for gold?
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