Managing Director Wealth Advisor
Bob Phelps, Managing Director, joined JPMorgan after practicing trusts and estates law in Connecticut for 10 years. He maintains membership in the Connecticut Bar Association, Colorado Bar Association and American Bar Association, and he is a member of the Denver and Rocky Mountain Estate Planning Councils.
Bob is a member of the Wealth Advisory team within the JPMorgan Private Bank. In this capacity he assists clients and their advisors with analysis that integrates investment, tax, estate planning and trust administration issues. Bob has overall responsibility for the Private Bank’s trust business in the Rocky Mountain region (Colorado, Idaho, Montana, New Mexico, North Dakota, Utah and Wyoming).
Bob frequently speaks to groups on topics related to tax planning, charitable giving, trust administration and estate planning. In addition, he has authored several estate planning articles and publications.
Bob graduated Phi Beta Kappa from Trinity College in Hartford, Connecticut and cum laude from The University of Michigan Law School. In addition, he earned a Master’s of Law in Taxation from New York University Law School.
Bob is married with two children. He has previously served on the board of the Central City Opera House Association, as Chair of the Planned Giving Committee of the Denver Scholarship Foundation and on the Denver Foundation’s Professional Advisors Council. He currently serves on the Legacy Planning Advisory Council of the Children’s Hospital Colorado Foundation, the Executive Board of the Denver Area Council of the Boy Scouts of America and the University of Colorado President’s Gift Planning Professional Advisory Board.
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