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
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now
Options for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
Building a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read Now
Driving value: Lending strategies for auto collectors
February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read Now
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read Now
Navigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Why AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read Now
The case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read NowAI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowOptions for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowBuilding a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowDriving value: Lending strategies for auto collectors
February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read NowWhat are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowWhat are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowNavigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowWhy AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read NowThe case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now