
Robert ThorburnRobert Thorburn, AIF®, CFP®Executive DirectorWealth Partner
About Robert
Robert Thorburn is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.
He provides portfolio and wealth management services for a select group of successful individuals, families, corporate executives, small business owners and institutions.
Robert is dedicated to preserving clients' wealth and managing risk. He takes a comprehensive approach to investing by reviewing each client's specific needs in regards to personal banking, philanthropic and estate planning, wealth transfer and lending. He prides himself on his ability to simplify complex financial matters, helping to relieve the financial stress that comes along with success.
Robert gives his clients the ability to fully focus on what they do best, while implementing a defined process by which he works with each client. He uses the knowledge he has gained from his accounting, institutional trading and entrepreneurial background. He couples this with the strategies and award winning research,1 investment professionals and resources available at J.P. Morgan to help his clients reach their goals.
Robert has over 25 years of experience in financial services and is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Accredited Investment Fiduciary® (AIF®) designation. Prior to joining J.P. Morgan in 2014, he worked at Merrill Lynch as a Financial Advisor, and at Ensemble Financial and DLJ/Credit Suisse.
A native New Yorker, Robert went to Xavier High School in Manhattan. He graduated from Fairfield University with a B.S. in Accounting. He is currently Co Chair of the Xavier High School Business Council.
Robert enjoys playing squash at the University Club, fishing at the Belmar Fishing Club and coaching Little League. He and his wife, Colleen, reside in Westfield, New Jersey, with their two sons.
1Source: Institutional Investor, 2023.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now