Robert ThorburnRobert Thorburn, CFP®Executive Director
LinkedInAbout Robert
Robert Thorburn is a Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. He provides wealth management and portfolio 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 in conjunction with the strategies and award-winning research, investment professionals, and resources available at J.P. Morgan to help his clients reach their goals.
Robert has over 20 years of experience in financial services and is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Prior to joining J.P. Morgan in 2014, he worked at Merrill Lynch as a Financial Advisor, at Ensemble Financial, and DLJ/Credit Suisse.
Robert is a native New Yorker, and went to Xavier High School in Manhattan and 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, NJ with their two young sons.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now