
Robert L. Littlehale IIIRobert L. Littlehale IIIExecutive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Robert
Robert L. Littlehale III is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a Manager of The Hill Group, Bob leverages his wide-ranging experience and the firm's extensive array of resources to serve middle-market companies and high-net-worth individuals. His primary focus is managing relationships with the team's corporate clients, equipping them with the firm's vast research capabilities. Prior to joining J.P. Morgan predecessor firm Bear Stearns in 1980, Bob was a Trust Officer with State Street Bank and Trust Company (1970–1976). He then moved to Bache, Halsey, Stuart Shields (now Wells Fargo) in an institutional sales capacity (1976–1980).
Bob has over 50 years of experience in financial services, beginning in personal trust after college, expanding into pensions and profit-sharing, and then providing research to institutional clients. He has worked extensively with money management firms, investment counselors and law firms. Having forged a broad network of contacts and deep relationships in the Boston area, Bob has earned a reputation throughout the industry for being responsive, trustworthy and keeping his clients' interests at the forefront. He can also help guide them in gaining access to capital markets when appropriate.
Bob grew up in Boston, and earned a B.A. in History from Colgate University and an M.B.A. from Suffolk University. He is an active alumnus of both. He and his wife, Shawni, live in Norwell, and enjoy spending time with their four adult children and grandchildren. Bob also plays golf, tennis and squash. He is an expert skier and is a member of the Union Boat Club and the Kittansett Club.
Insights

$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
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A historical look at the giving season
September 9, 2026The 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 Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Business succession planning: Valuing your business
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Toto, I don’t think it’s the Fed anymore
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New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
A historical look at the giving season
September 9, 2026The 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 Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
