Catherine EvansCatherine Evans, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
Barron's
About Catherine
Catherine Evans is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Catherine joined the firm 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 an elite 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.
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.
Insights
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After 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 NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As 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