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Catherine Evans

Private Wealth Advisor

First Republic

United States, California, San Francisco

About Me

Catherine Evans is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Ms. Evans joined J.P. Morgan Wealth Management in 2023. In her role, Ms. Evans advises wealthy families and individuals on investment strategy, asset allocation, wealth transfer strategies and cash flow planning. Ms. Evans was most recently a Wealth Advisor with First Republic, a role she assumed in 2005 as the first professional in the then-newly created Wealth Advisor role and has played an instrumental role in the growth of the wealth management business. Ms. Evans had previously worked in consulting and client relationship management roles with First Republic starting in 2002. Ms. Evans began he
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Profile Information

Private Wealth Advisor

First Republic

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

May 28, 2024

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