Catherine EvansCatherine Evans, CFP®
Manging Director
Wealth Partner

"It is our privilege to serve clients we admire for their visions and values. As advisors and sounding boards, we are here to provide thoughtful guidance and simplify clients’ financial lives, so that they can focus on what most excites them—perhaps, the business they founded, the career in front of them, the family that makes life worthwhile, or maybe a cause that’s close to their heart."

Awards and Industry Recognition

Forbes

Top Women Wealth Advisors
2025 • 2024 • 2022 • 2021 • 2019
Top Women Wealth Advisors Best-In-State
2025 • 2024 • 2023
America's Top Wealth Advisors
2024 • 2019
Top Wealth Advisors Best-In-State
2024 • 2023 • 2022 • 2020
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
America's Top Wealth Management Teams
2024

Barron's

Top 1,200 Financial Advisors
2025 • 2024 • 2023
Top 100 Women Financial Advisors
2023 • 2022

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

Family Legacy

Building a strong and connected family of wealth: A 10x10 learning road map

March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Family Legacy

Navigating the opportunities and challenges of family gifts: 5 practices

March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth Planning

Wealth planning is a women’s issue

March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
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