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
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read Now
How to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read NowProviding for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowNovember 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now