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
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October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowOne economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowThe cost of capital is rising. Did stocks get the memo?
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September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read Now