Robert C. TrumbullRobert C. Trumbull
Vice President
Wealth Advisor

"I leverage my 15 years of asset management experience to provide institutional-caliber strategies that integrate the entirety of each client’s financial picture."

About Robert

Robert C. Trumbull is a Wealth Advisor with J.P. Morgan Wealth Management. As a partner of Fagan & Boshart 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 18 years of asset management and Exchange Traded Fund (ETF) experience to provide solutions that integrate the entirety of each client's financial picture. Rob 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 Fagan & Boshart Wealth Management, Rob was a Managing Director at State Street Global Advisors and Head of Americas Institutional ETF Sales. Rob earned his MBA in Global Management from Babson College and also holds a BA in Economics from Rollins College.

Rob and his wife live in Weston, MA with their two young children. Rob currently serves as a Trustee for the Middlesex School, Chair of the Board of Ambassadors and Trustee for the New England Aquarium as well as Commissioner of Trust Funds in Weston, MA. Outside of work, Rob is an avid golfer and enjoys playing both competitively and for fun.

In the book, The Institutional ETF Toolbox, the author, Eric Balchunas, uses numerous quotes attributed to Robert Trumbull.



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