Ms. Kopeikin has extensive experience in the investment business. Prior to joining First Republic, she 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, Ms. Kopeikin has pursued additional study in the fields of technical analysis and behavioral finance.
Ms. Kopeikin serves on the Board of Trustees of Crane Country Day School and is a former board member of the Santa Barbara Zoo and the Santa Barbara Breast Cancer Institute.
She received her Bachelor of Arts in Business Economics from the University of California, Santa Barbara. Ms. Kopeikin holds the Chartered Financial Analyst® designation and Chartered Investment Counselor designation.
Wealth Management Experience: Since 1984
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