
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

Insight 6: Active cross-generational stakeholder alliance
August 11, 2025As 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
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
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
Insight 6: Active cross-generational stakeholder alliance
August 11, 2025As 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
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
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