Robin FetterolfRobin Fetterolf, AIF®, CPWA®Wealth Advisor
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About Robin
Robin Fetterolf is a Wealth Advisor at J.P. Morgan Wealth Management.
As a partner of The Starker Delehanty Group, Robin works with her team's sophisticated clientele, which consists of affluent families and individuals, corporate executives and business owners. With over 12 years of experience, Robin manages and advises on portfolios of all asset classes, which include equities, fixed income, cash and alternative investments. Aside from investment advisory services, she utilizes J.P. Morgan's internal resources and provides her clients with a wellrounded variety of services. These include estate planning consultations, retirement planning, life, accidental and health insurance needs and lending and banking services.
Robin began her financial career at J.P. Morgan during 2013 as a Summer Analyst, and joined the firm full-time after undergrad graduation in 2014. She has developed strong relationships with her and her team's clients, and has a real passion for helping people reach their investment goals.
Robin graduated with honors from Skidmore College with a B.A. in Economics and a minor in Management and Business. She holds the FINRA Series 7 and 66 securities licenses and the Life, Accidental and Health Insurance license. She has also received the Certified Private Wealth Advisor (CPWA®) and Accredited Investment Fiduciary (AIF®) designations.
In her free time, Robin enjoys tennis, skiing, traveling, cooking, as well as running and walking with her friends and family. Originally from Lloyd Harbor, New York, Robin now lives in the West Village of Manhattan with her husband, Connor, and daughter, Carson.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
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