Catherine EvansCatherine Evans, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
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About Catherine
Catherine Evans is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
Catherine is a co-founder of Coastline Partners. She joined J.P. Morgan Wealth Management in 2023 after more than 20 years spent at First Republic. There, she founded the Wealth Advisor role in 2005 and was instrumental in the creation of the Private Wealth Management division. Catherine began her career as a management consultant with Oliver Wyman (formerly Mercer Management Consulting) in San Francisco.
For decades, Catherine’s financial stewardship and knowledge have attracted a select clientele. Summoning her people-and-analytical skills, she specializes in working with ambitious professionals who share her entrepreneurial spirit. Catherine’s strong competency in pre- and post-liquidity strategies proves especially valuable to clients, as does her ability to orchestrate the efforts of her colleagues and clients’ CPAs and attorneys.
Catherine has an intuitive sense for people and their priorities. A skilled communicator, she is passionate about listening to what clients say (and may not say), bringing them her emotional intelligence and sensitivity. Relationship-focused and data-driven, Catherine enjoys helping clients pursue objectives that they had not shared previously with loved ones or good friends.
A lifetime learner, Catherine holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation as well as a B.A. in International Relations from Stanford University and an M.B.A. from The Haas School of Business at the University of California, Berkeley. She is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Born and raised in Northern California, Catherine is married with two children (and one dog). A former PTA president, she enjoys hiking, reading and especially family time.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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