Catherine "Kit" JacksonCatherine "Kit" 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
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now