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
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now