Catherine JacksonCatherine Jackson, CFA®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Catherine
Kit Jackson is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Kit joined J.P. Morgan Wealth Management in 2023 after 25 years at First Republic Investment Management, where she gained a distinguished reputation as a trusted advisor and thoughtful and seasoned investment manager. While at First Republic, she served in four successive roles, first as Equity Analyst, then Director of Equity Research, and finally as Portfolio Manager and Wealth Manager. Prior to First Republic, she served as both an Equity Analyst and Portfolio Manager for Ontario International, Lepercq de Neuflize & Co.'s offshore international fund, a high-conviction portfolio invested in 15-20 stocks. Her career began at Dean Witter Reynolds Equity Research Department where she focused on ADR (American depositary receipt) research.
Drawing on her background in equity research, analysis and management, Kit works to provide all clients, whether they be individuals, families, endowments or foundations, customized strategies to meet their financial goals. Kit takes the time to develop one-on-one relationships with each client, learning their preferences, experience, and personal and financial objectives, both short-term and long-term, to develop tailored portfolios across asset classes, both public and private.
Kit takes great pride in her team, its notable reputation for responsiveness, and its solution-oriented mindset.
A graduate of Tufts University, Kit earned a B.A. in History and Political Science. She received an M.B.A. from Georgetown University. She is a Chartered Financial Analyst® (CFA®) Charterholder.
Active in the community, Kit recently served on the New York Historical Society's Women's History Corporate Council. She is past President of the Board of Trustees of Garrison Forest School in Owings Mills, Maryland, and currently serves on the School's Executive, Finance and Investment Committees. She is a long-time, avid fan of the game of tennis and more recently has become a student of golf.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now