Robert S. GilmanRobert S. Gilman

Managing Director

Wealth Partner

Robert Gilman is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As the founder of Gilman Private Wealth, he built the team and brings a multi-family office approach to serve the sophisticated advisory requirements of the team’s ultra-high-net-worth clients.

Robert takes pride in the prestigious J.P. Morgan Wealth Partner designation that Gilman Private Wealth has earned. Specifically, a select few wealth management groups merit a J.P. Morgan Wealth Partner designation by helping their clients design bespoke wealth strategies that consider their complex needs across both their personal and professional finances—delivering the attention, immediacy and insights of a family office. J.P. Morgan Wealth Partners are backed by the strength of a leading global firm, with more than 220 years of experience and over $2 trillion in assets under management.

Robert is a member of J.P. Morgan Wealth Management 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 with a particular focus on municipal bonds. Additionally, through his extensive background with exchange-traded funds, he has developed a number of proprietary ETF models which he uses to customize separately managed accounts tailored to the specific needs of each client. Separately, he established a not-for-profit foundation to promote financial literacy for individuals who grew up below the poverty line in the hopes of creating a better future for their families and them.

With over 30 years serving as a professional advisor to clients, Robert has equally innovative and pioneering capabilities for advising families and individuals on the intricacies of intergenerational wealth. He is highly attuned to the management of family governance and its sometimes complex dynamics. Robert is decidedly skilled in working with investment committee members and family offices to help address financial considerations that span a broad range 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. Robert has also both created and implemented a program that is comprised of six powerful pillars, all of which, in synergy, allow Gilman Private Wealth to provide their clients with a regular, proactive and thorough review of the core components of wealth management through a structured process. He also molded and shaped RisingGen, an exclusive program that is specifically designed for the future heirs of clients’ estates to educate them on the basics of investing.

From a very early age, Robert was drawn to and very active in the communities and organizations that were and remain important to him. He continues to both give of his time and of himself to philanthropic endeavors that make a difference in the world. Amongst a multitude of other benevolent efforts, he has extensive experience in charitable governance, with a background that includes former key board service for the Hebrew Home for the Aged at Riverdale and The Jewish Center in the Hamptons. Additionally, he previously was a member of LaGuardia Community College President's Society, 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, have two children, Daniel, who works in mergers and acquisitions, and Lauren, a graduate from Yale University who works in consulting, whom he considers his two greatest achievements. He and his family are avid skiers, enthusiastic travelers, devoted restaurant aficionados and are members of the Harmonie Club, the East Hampton Golf Club, the Aspen Mountain Club and the Yale Club.