Robert S. GilmanRobert S. Gilman
Managing Director
Wealth Partner

"Just as portfolios take shape with each investment that is made, so too, the enduring relationships that we enjoy with our clients are formed with each and every goal that we achieve together."

About Robert

Robert Gilman is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As the founder of Gilman Wealth Management, he brings a multi-family office approach to serve the sophisticated advisory requirements of the team's ultra-high-net-worth clients.

Robert is a member of J.P. Morgan Portfolio Manager Program, and 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. This exacting attention to detail enables him to actively manage assets on behalf of individual clients. Robert has a breadth of experience in fixed income portfolio management and, specifically, with municipal bonds. Additionally, through his deep background with exchange-traded funds, he has developed several proprietary ETF models, which he uses to customize separately managed accounts.

With over 25 years serving as a trusted advisor to clients, Robert has strong capabilities for advising families and individuals on the intricacies of intergenerational wealth. He is attuned to the management of family governance and its sometimes complex dynamics. Robert is skilled in working with investment committee members and family offices to provide comprehensive financial guidance that spans the full complement of wealth's opportunities. His direct access to the robust resources of J.P. Morgan enables him to care for complex estate planning, tax-efficient transfer strategies and the succession of closely held businesses.

From a very early age, Robert was drawn to and very active in the communities and organizations that were important to him. He continues to both give of his time and of himself to charitable endeavors that make a difference in the world. Robert supports the President's Society of LaGuardia Community College, a group that gives high-potential students the real-world skills and confidence they need to succeed at four-year colleges and compete in today's job market.

Robert and his wife, Jan, reside on the Upper East Side of Manhattan and in East Hampton with their children, Daniel, a student at the University of Chicago, and Lauren, a student at Riverdale Country School, whom he considers his two greatest achievements. He and his family are avid skiers, passionate tennis players and are members of the East Hampton Golf Club.

Insights

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(212) 272-7000robert.gilman@jpmorgan.com