Robert C. TrumbullRobert C. TrumbullExecutive DirectorWealth Advisor
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About Robert
Robert C. Trumbull is an Executive Director, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
Robert C. Trumbull is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management. As a partner of Fagan, Boshart & Trumbull Wealth Management, Rob serves ultra-high-net-worth individuals and their families, providing advisory services and holistic wealth planning. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Rob leverages his 22 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 client’s children as well as nonprofit organizations across 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 M.B.A. in Global Management from Babson College and holds a B.A. in Economics from Rollins College. Rob and his wife live in Weston, MA, with their two 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
One economy, two markets, one message
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September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now3 new changes to qualified small business stock that can supercharge tax savings
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September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
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September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowLiquidity is a step Great Wealth Transfer plans can miss
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