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Robin Purcell Kopeikin
Gestionnaire de Portefeuille-Actions chez
JPMorgan Securities LLC (Investment Management)
Profil
Ms. Robin P.
Kopeikin, CFA, is an Executive Director & Wealth Advisor at JPMorgan Securities LLC.
Ms. Kopeikin was previously employed as a Managing Director and Wealth Manager at First Republic Investment Management, which she joined in 2002.
Earlier in her career, she 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.
She earned her B.A. in Business Economics from the University of California, Santa Barbara.
Postes actifs de Robin Purcell Kopeikin
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Securities LLC (Investment Management)
 JPMorgan Securities LLC (Investment Management) Investment ManagersFinance JPMS-IM’s affiliate – JPMorgan Investment Management Inc. – is responsible for establishing the asset allocations for Portfolios in accordance with the parameters provided by JPMS. JPMIM is also responsible for the asset allocation of the Glide Path Portfolios, taking the overall risk and return characteristics of Portfolios into consideration in determining the annual asset allocation targets for the comparable Glide Path Portfolios. JPMIM selects the ETFs to implement the asset allocation for the model portfolios. The selection of ETFs is developed and maintained in accordance with a systematic, rule-based process. | Gestionnaire de Portefeuille-Actions | 01/09/2023 |
Anciens postes connus de Robin Purcell Kopeikin
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 20/03/2025 |
Starbuck, Tisdale & Associates
 Starbuck, Tisdale & Associates Investment ManagersFinance STA's investment philosophy is based on a belief that equity ownership in well-managed, growing companies will produce superior long-term results for investors. For equities, they focus on companies that reinvest a large part of their earnings for future corporate growth. This selection process also applies to stocks with higher dividend yields. These include companies whose dividends have been paid for many consecutive years and that have shown a consistent pattern of dividend increases. For their taxable clients, STA typically invests in municipal bonds that are both federal and state tax-exempt in the state where they maintain their primary residence. In some cases, they invest in other bond sectors, but this decision is primarily driven by their assessment of the best available after-tax returns for their clients. In the case of municipal bond investing, STA seeks to purchase high-quality issues whose repayment is backed by reliable cash flow. For tax-deferred portfolios, they typically invest in the U.S. Treasury, U.S. agency, and corporate bond sectors. The allocation decision is based on individual client objectives as well as relative returns between these sectors. STA's current bond strategy targets an average maturity of about 5 years, which is achieved through a laddered portfolio with individual maturities between 2 and 10 years. | Analyst-Equity | 31/05/2007 |
Formation de Robin Purcell Kopeikin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Starbuck, Tisdale & Associates
Starbuck, Tisdale & Associates Investment ManagersFinance STA's investment philosophy is based on a belief that equity ownership in well-managed, growing companies will produce superior long-term results for investors. For equities, they focus on companies that reinvest a large part of their earnings for future corporate growth. This selection process also applies to stocks with higher dividend yields. These include companies whose dividends have been paid for many consecutive years and that have shown a consistent pattern of dividend increases. For their taxable clients, STA typically invests in municipal bonds that are both federal and state tax-exempt in the state where they maintain their primary residence. In some cases, they invest in other bond sectors, but this decision is primarily driven by their assessment of the best available after-tax returns for their clients. In the case of municipal bond investing, STA seeks to purchase high-quality issues whose repayment is backed by reliable cash flow. For tax-deferred portfolios, they typically invest in the U.S. Treasury, U.S. agency, and corporate bond sectors. The allocation decision is based on individual client objectives as well as relative returns between these sectors. STA's current bond strategy targets an average maturity of about 5 years, which is achieved through a laddered portfolio with individual maturities between 2 and 10 years. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JPMorgan Securities LLC (Investment Management)
JPMorgan Securities LLC (Investment Management) Investment ManagersFinance JPMS-IM’s affiliate – JPMorgan Investment Management Inc. – is responsible for establishing the asset allocations for Portfolios in accordance with the parameters provided by JPMS. JPMIM is also responsible for the asset allocation of the Glide Path Portfolios, taking the overall risk and return characteristics of Portfolios into consideration in determining the annual asset allocation targets for the comparable Glide Path Portfolios. JPMIM selects the ETFs to implement the asset allocation for the model portfolios. The selection of ETFs is developed and maintained in accordance with a systematic, rule-based process. | Finance |
