Robert L. Littlehale IIIRobert L. Littlehale IIIExecutive DirectorWealth Advisor
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
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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?
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