Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2023
Top Women Wealth Advisors Best-In-State
2025 • 2023
Top Wealth Management Teams Best-In-State
2025 • 2023

About Catherine

Catherine Chase is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As a founding member of The DWC Team, Catherine has over three decades of private banking and investment advisory experience working with high-net-worth families, executives, business owners and private foundations. She uses her tax background in conjunction with her investment experience to create customized wealth plans and portfolios for her clients. Catherine and her team of experienced professionals approach each client with empathy, integrity, and a commitment to helping them achieve their goals, whether that's securing a comfortable retirement, protecting loved ones, or preserving family wealth for the future.

Before returning to J.P. Morgan, Catherine was a Managing Director and Wealth Manager with First Republic Investment Management. Previously, she spent several years with Credit Suisse Private Bank and Lehman Brothers. Catherine began her career with J.P Morgan Private Bank, working in the fiduciary tax department preparing tax returns for trusts, estates and private foundations. She also focused on stock option planning for corporate executives during the dot-com bubble.

Catherine received a B.S. in Accounting from the University of Delaware and a master's in taxation from Widener University. She served 10 years on the Board of Directors for The Wooden Floor in Santa Ana, CA. When she's not working closely with her clients, Catherine enjoys an active lifestyle, including hiking, playing golf, and pickleball. She also cherishes the time she spends with her husband and 2 children. Catherine and her family reside in Manhattan Beach, California.

Insights

Family Legacy

How to pass down the family vacation home

June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Markets

Is deal activity on the rise? 3 signs we see now

June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Real Estate

Your guide to buying a home

June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.