Robert L. Littlehale IIIRobert L. Littlehale III
Executive Director
Wealth Advisor

"I leverage my wide-ranging experience and the firm’s extensive array of resources to serve middle-market companies and high-net-worth individuals."

About Robert

Robert L. Littlehale III is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

As a Manager of The Hill Group, Bob leverages his wide-ranging experience and the firm's extensive array of resources to serve middle-market companies and high-net-worth individuals. His primary focus is managing relationships with the team's corporate clients, equipping them with the firm's vast research capabilities. Prior to joining J.P. Morgan predecessor firm Bear Stearns in 1980, Bob was a Trust Officer with State Street Bank and Trust Company (1970–1976). He then moved to Bache, Halsey, Stuart Shields (now Wells Fargo) in an institutional sales capacity (1976–1980).

Bob has over 50 years of experience in financial services, beginning in personal trust after college, expanding into pensions and profit-sharing, and then providing research to institutional clients. He has worked extensively with money management firms, investment counselors and law firms. Having forged a broad network of contacts and deep relationships in the Boston area, Bob has earned a reputation throughout the industry for being responsive, trustworthy and keeping his clients' interests at the forefront. He can also help guide them in gaining access to capital markets when appropriate.

Bob grew up in Boston, and earned a B.A. in History from Colgate University and an M.B.A. from Suffolk University. He is an active alumnus of both. He and his wife, Shawni, live in Norwell, and enjoy spending time with their four adult children and grandchildren. Bob also plays golf, tennis and squash. He is an expert skier and is a member of the Union Boat Club and the Kittansett Club.

Insights

Family Legacy

Financial 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 Now
Wealth Planning

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
Outlook

What 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 Now
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