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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
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now![](http://dynl.mktgcdn.com/p/12a9a5ih5Zpz4Qp5S7msAgF0WDPIKdy4rRu_5pNjSH0/766x430.jpg)
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now![](http://dynl.mktgcdn.com/p/rJ9--hrIJoYswh-hehVN5AUeaW3BXyJ3RRpeE444ctI/1900x1069.jpg)
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now![](http://dynl.mktgcdn.com/p/pfslSTOXcsR8a1eF94pprLIdbjoRY8NlM97FE03Bt10/1440x810.jpg)
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now![](http://dynl.mktgcdn.com/p/GgqcRUXY6evA5eSCFBl4eyFL46zkpjuBV31BpT_-7ec/1440x810.jpg)
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now![](http://dynl.mktgcdn.com/p/U0FTqkzh2OESrKkWtI-3rCDq3CKWeHwc0O2lWBBFnEY/624x350.jpg)
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now![](http://dynl.mktgcdn.com/p/4WoYwTmyu_7IpjmCoMFDupxWb6EG-YQtpBU26GZJp2w/1440x810.jpg)
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now![](http://dynl.mktgcdn.com/p/BGAVm8JnCX3jf-ukp6Hq3h037ZNj54h5qbA3WgkOXJ8/1440x810.jpg)
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now![](http://dynl.mktgcdn.com/p/fM6I1RdnGaAEmxJG3-EFeFUB4VRK6bxmYicWsHqZSAI/766x430.jpg)
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now![](http://dynl.mktgcdn.com/p/ACZx84nreRsKXykkSaMwJqj_koliM-zsHp3t7lQXNOo/1440x810.jpg)
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now![](http://dynl.mktgcdn.com/p/12a9a5ih5Zpz4Qp5S7msAgF0WDPIKdy4rRu_5pNjSH0/766x430.jpg)
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now![](http://dynl.mktgcdn.com/p/rJ9--hrIJoYswh-hehVN5AUeaW3BXyJ3RRpeE444ctI/1900x1069.jpg)
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now![](http://dynl.mktgcdn.com/p/pfslSTOXcsR8a1eF94pprLIdbjoRY8NlM97FE03Bt10/1440x810.jpg)
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now![](http://dynl.mktgcdn.com/p/GgqcRUXY6evA5eSCFBl4eyFL46zkpjuBV31BpT_-7ec/1440x810.jpg)
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now![](http://dynl.mktgcdn.com/p/U0FTqkzh2OESrKkWtI-3rCDq3CKWeHwc0O2lWBBFnEY/624x350.jpg)
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now![](http://dynl.mktgcdn.com/p/4WoYwTmyu_7IpjmCoMFDupxWb6EG-YQtpBU26GZJp2w/1440x810.jpg)
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now![](http://dynl.mktgcdn.com/p/BGAVm8JnCX3jf-ukp6Hq3h037ZNj54h5qbA3WgkOXJ8/1440x810.jpg)
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now![](http://dynl.mktgcdn.com/p/fM6I1RdnGaAEmxJG3-EFeFUB4VRK6bxmYicWsHqZSAI/766x430.jpg)
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)