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
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 9, 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
Oil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read Now
What is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read Now
What are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowWhat to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 9, 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 NowOil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read NowWhat is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read NowWhat are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read NowWhat are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowAI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now