Robert C. TrumbullRobert C. TrumbullVice PresidentWealth Advisor
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About Robert
Robert C. Trumbull is a Wealth Advisor at J.P. Morgan Wealth Management.
As a partner of Fagan, Boshart & Trumbull Wealth Management, Rob serves high-net-worth individuals and their families, providing holistic wealth planning and advisory services to enable them to achieve their financial goals.
Rob leverages his 20 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 underprivileged individuals and communities throughout 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 MBA 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. 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
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWhat is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now