Robin KopeikinRobin Kopeikin, CFA®Executive DirectorWealth Advisor
About Robin
Robin Kopeikin is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a co-founder of the Alta Group, Robin works closely with high-net-worth individuals and multiple generations of client families, helping them grow, preserve and transfer their wealth more effectively. Active in wealth management since 1984, she offers extensive knowledge of the capital markets combined with a deep affinity for clients and their families, helping them gain greater ease and confidence in the direction of their financial affairs.
Fascinated by the investment markets, Robin brings a perspective honed over multiple market cycles. She enjoys sharing her knowledge of portfolio design with clients, helping them craft a strategy to pursue their distinctive goals, mindful of their risk tolerance, time horizon, tax circumstances and wealth-transfer intentions. While her background has been focused on portfolio management and fundamental securities research, Robin has pursued additional study in the fields of technical analysis and behavioral finance. She is honored to serve as a trusted advisor to clients and their families, demonstrating her genuine regard for their well-being.
Robin joined J.P. Morgan Wealth Management in 2023, moving with her team. Previously, she was a Managing Director and Wealth Manager at First Republic Investment Management, which she joined in 2002. Earlier in her career, Robin was a Senior Vice President at Starbuck, Tisdale & Associates, a former subsidiary of First Republic Bank. Her experience also includes a tenure as Vice President of Santa Barbara Capital Management. Robin earned her B.A. in Business Economics from the University of California, Santa Barbara. She holds the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.
Serving in various leadership positions in her community, Robin is a former Trustee of Crane Country Day School and a former Director of the Santa Barbara Zoo and the Santa Barbara Breast Cancer Institute.
Robin and her husband, Brian, have two daughters and enjoy travel, hiking, and live music and comedy.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Navigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members 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
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members 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 NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now