Robert E. LovittRobert E. LovittManaging DirectorWealth Advisor
About Robert
Robert E. Lovitt is a Managing Director and Wealth Advisor 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
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January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
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January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now