Robin Yoshimura

Robin Yoshimura

Wealth Manager, J.P. Morgan Wealth Management
San Francisco
Industry Accolades
  • Best-in-State Wealth Management Teams
    Forbes, 2023

Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Robin Yoshimura

Wealth Manager, J.P. Morgan Wealth Management
San Francisco
  • Wealth Management Experience Since 1994
    Robin Yoshimura is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Yoshimura joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Yoshimura was a Wealth Manager at First Republic since 2015. Prior to joining First Republic, Mr. Yoshimura was a Director at Credit Suisse Private Bank USA, where he joined in 2008. Before working for Credit Suisse, Mr. Yoshimura was a Senior Vice President at Lehman Brothers Private Investment Management. He began his financial career working for Morgan Stanley’s Private Wealth Management Group where he stayed for eight years, ultimately becoming a Principal. Prior to his career in investments, he worked as an engineer for GE for five years.
  • Community Involvement
    Mr. Yoshimura serves on First Republic Investment Management’s Asset Allocation Committee, the Advisory Council for Northwestern University’s Kellogg Graduate School Asset Management Practicum, and the Board of Boys Hope/Girls Hope of Southern California. Previously, he served on First Republic’s Investment Research Steering Committee and the Advisory Board of Northern Lights Ventures, a Seattle based private equity firm. He is a member of the Los Angeles Society of Financial Analysts.
  • Professional Designation
    Mr. Yoshimura holds the Chartered Financial Analyst® designation.
  • Education
    He received a Bachelor of Science in Electrical Computer Engineering from the University of Colorado and an MBA in Finance from the Kellogg Graduate School of Management at Northwestern University.
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