Robert Di LettoRobert Di Letto, CFP®Vice President
About Robert
Robert Di Letto is a Vice President at J.P. Morgan Wealth Management with 10 years of experience in Financial Services.
As a member of the MKV Group, he provides customer service and investment-related support for high-net-worth individuals and institutional clients. Robert's responsibilities include portfolio allocation, trade execution, research distribution, meeting preparation and other client-maintenance-related items. He recognizes the critical nature of his forward-facing role and has a great reputation for managing day-to-day activities in a steady and experienced manner.
Robert graduated from Drexel University with a B.S. in Finance and Marketing. He began his career in 2013 at J.P. Morgan as a Securities Settlement Analyst in the Investment Bank before moving onto a Client Associate role within the Private Bank. In his previous roles, Robert gained valuable relationship management experience and developed the necessary skills to carefully address individual client's needs. Robert joined J.P. Morgan in 2017 and his previous roles have provided him with valuable experience which is vital to the success of his group. Robert recently obtained his CERTIFIED FINANCIAL PLANNER™ designation and also holds FINRA Series 7 and 63 licenses.
Robert is a participating member in J.P. Morgan NextGen, a voluntary business resource group designed for leadership development for early-career professionals. He was also recently selected to serve as a member of the Client Associate Advisory Council which is focused on idea development, process improvement and enhancing the overall client experience. During his time at Drexel University, he was a member of the varsity wrestling team and continues to enjoy an active lifestyle outside of work.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
The J.P. Morgan Wealth Management Portfolio Manager Program. As a member of the J.P. Morgan Securities Portfolio Manager Program, Janet is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. The J.P. Morgan Wealth Management Portfolio Manager Program.
Insights
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October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
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October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
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October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now