About Catherine

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

Catherine has over two 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.

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 group, 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 in Taxation from Widener University. She served ten years on the Board of Directors for The Wooden Floor in Santa Ana, CA.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.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.