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
Are Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
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October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowWhat risks? Earnings are up and to the right
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October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
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October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now