Robert MinchelloRobert Minchello, CFP®Managing DirectorWealth Partner
About Robert
Robert Minchello is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a principal of The Minchello Group, he provides comprehensive advisory services to institutional clients, C-suite executives, high- and ultra-high-net-worth individuals and their families.
Bob is deeply involved in managing operations for the team, and is known for his responsiveness and solution orientation. His exposure to market dynamics enables him to offer equity research, trading and order execution for private equity and venture capital clients. Bob has the sophisticated experience to present guidance on exit strategies, block trading, restricted securities, trade settlement, technical analysis and distribution. These complex financial strengths empower him to deliver an institutional level of holistic wealth management not typically available to retail clients.
As a Portfolio Manager in J.P. Morgan Wealth Management' Portfolio Manager Program, Bob stands among a select group of advisors who undergo a screening process to manage discretionary client assets, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. Together with other members of The Minchello Group, he works closely with accountants and attorneys to provide a broad range of investment services.
Bob has spent almost 25 years developing strong capabilities within the financial services industry (and a proficiency with insurance products). Prior to joining J.P. Morgan Wealth Management, he was a Senior Vice President at Citi Smith Barney, and has held similar positions at Banc of America Securities, Lehman Brothers, and Kidder, Peabody & Co. Bob holds the CERTIFIED FINANCIAL PLANNER™ designation and is highly skilled in developing integrated approaches that help care for the entirety of each client's assets.
Bob holds a B.S. in Accounting from Norwich University and a graduate degree in Systems Management from the University of Southern California. Previous to his career as a financial advisor, he served as a Major in the U.S. Army and as a sales representative in the biomedical field.
Bob and his wife live in Woburn, Massachusetts, and have three children. He supports several charitable organizations in the area. Together with his family, he enjoys outdoor activities and is a big sports fan.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
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