Robert C. TrumbullRobert C. TrumbullVice PresidentWealth Advisor
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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.
Insights
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May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now