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, she works with her team's sophisticated clientele, which consists of affluent families and individuals, corporate executives and business owners. With over 10 years of experience, Robin manages and advises on portfolios of all asset classes, which include equities, fixed income, cash, and alternative investments. Aside from just investment advisory services, while utilizing J.P. Morgan's internal resources, Robin provides her clients with a well-rounded 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 received the Certified Private Wealth Advisor (CPWA®) and Accredited Investment Fiduciary (AIF®) designations.
She is an avid athlete who played varsity lacrosse at Skidmore College and today enjoys skiing, tennis, running and cooking. Originally from Lloyd Harbor, New York, Robin graduated from Cold Spring Harbor High School and now lives in Manhattan, in the West Village.
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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