Robert ThorburnRobert Thorburn, CFP®Executive DirectorWealth Advisor
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
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now