Robin YoshimuraRobin Yoshimura, CFA®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Robin
Robin Yoshimura is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Robin advises a select group of entrepreneurs, technology executives, family offices and other highnet-worth clients, providing them with sustained focus and a customized approach to their wealth management needs. Active in investing and private banking since 1994, he offers thoughtful analysis of the opportunities that substantial wealth can pose, supporting clients in devising a more direct path to their objectives.
Wealth creators look to Robin for his depth of experience in the equity markets. His areas of focus include tax-sensitive investment management, hedging of concentrated positions and evaluation of—and access to—alternative investments. Robin currently serves on the firm's Investment Management Asset Allocation Committee.
Robin moved to J.P. Morgan Wealth Management with his team in 2023. A nationally recognized wealth management Advisor, he previously served as a Managing Director and Wealth Manager at First Republic Private Wealth Management, where he worked for eight years. His experience also includes tenures with Credit Suisse Private Bank, where he was a Director, as well as Lehman Brothers Private Investment Management, where he was a Senior Vice President. Robin began his investment career with Morgan Stanley as a Principal. Earlier, he spent five years with GE as an Engineer.
A graduate of the Kellogg School of Management at Northwestern University, Robin earned his M.B.A. in Finance, and his B.S. in Electrical Computer Engineering from the University of Colorado. He holds the Chartered Financial Analyst®(CFA®) designation and is a member of the Los Angeles Society of Financial Analysts.
Robin remains active with his alma mater as a member of the Advisory Council for Kellogg's Asset Management Practicum, where a select group of students invest over $20m of Northwestern's endowment. Previously, he served on the Advisory Board of Northern Lights Ventures, a Seattle-based private equity firm.
Within his community, Robin serves on the board of Boys Hope/Girls Hope of Southern California.
CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.
Insights
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now