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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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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