Robert ThorburnRobert Thorburn, AIF®, CFP®Executive DirectorWealth Partner
LinkedInAbout 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.
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