Robin Purcell Kopeikin
Gestionnaire de Portefeuille-Actions chez JPMorgan Private Wealth Advisors LLC
Profil
Ms. Robin P.
Kopeikin, CFA, is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
She is also a Executive Director of the firm.
She over than 30 years of experience in the investment business.
She has been in wealth management industry since 1984.
She serves on the Board of Trustees of Crane Country Day School and also a member of the Lobero Theatre Associates.
Prior to joining First Republic, Ms. Kopeikin was a Senior Vice President at Starbuck, Tisdale & Associates and a Vice President at Santa Barbara Capital Management.
While her background has been focused on portfolio management and fundamental securities research, she has pursued additional study in the fields of technical analysis and behavioral finance.
She is a former board member of the Santa Barbara Zoo and the Santa Barbara Breast Cancer Institute.
Ms. Kopeikin received her Bachelor of Arts degree in business economics from the University of California, Santa Barbara.
She holds the Chartered Financial Analyst designation and Chartered Investment Counselor designation.
Postes actifs de Robin Purcell Kopeikin
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Gestionnaire de Portefeuille-Actions | 01/04/2017 |
Anciens postes connus de Robin Purcell Kopeikin
| Sociétés | Poste | Fin |
|---|---|---|
Starbuck, Tisdale & Associates
 Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Analyst-Equity | 31/05/2007 |
Formation de Robin Purcell Kopeikin
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Starbuck, Tisdale & Associates
Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |