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
Insight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowInsight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now