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
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowBusiness succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read NowShould you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now