Robert L. Littlehale IIIRobert L. Littlehale III
Executive Director
Wealth Advisor

"I leverage my wide-ranging experience and the firm’s extensive array of resources to serve middle-market companies and high-net-worth individuals."

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

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What’s driving the rotation into small-cap stocks?

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