Robert E. LovittRobert E. LovittManaging DirectorWealth Advisor
About Robert
Robert E. Lovitt is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
For the last three-plus decades, Bob has crafted personalized, value-oriented investment portfolios for a wide range of clients, including high-net-worth individuals, families, trusts, corporations, foundations, endowments and retirement plans. Drawing on knowledge gained over multiple market cycles, he is a seasoned professional who advises on comprehensive, long-term investment and wealth management strategies to help clients optimize their opportunities and pursue their sophisticated needs.
Bob cares deeply about clients' financial success, working hard to understand their values and objectives. At the start of each relationship, he walks them through a detailed, nine-step process that uncovers their challenges and possibilities, enabling him to chart a course that targets their goals. Clients appreciate his straightforward manner and ability to offer critical insights through honest and thorough conversations.
Bob approaches his role not only as an Advisor but as a teacher, noting that financial literacy is the key to ensuring that clients feel empowered to make good decisions about their present and future financial lives. Above all, he believes that successful relationships are centered around trust, and he takes pride in helping clients rest easily, knowing he is at the helm.
As a member of J.P. Morgan's Portfolio Manager Program, Bob is one of a select group of Advisors who undergo a screening process to manage discretionary portfolios and are subject to ongoing qualitative and quantitative reviews to assess their strategies. Navigating these tactical decisions is one of his core strengths.
Over the course of 30-plus years spent in the financial markets, Bob has worked for some of the world's largest and most respected wealth management firms. He holds an M.A. in Management from The University of Redlands and a B.S. in Business Administration from San Diego State University. His advanced training in high-net-worth wealth management, financial planning, portfolio construction, asset allocation, investment selection and retirement planning help inform his guidance.
A native of Southern California, Bob continues to make his home there with his wife and family.
Insights
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now