Catherine EvansCatherine Evans, CFP®Manging 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
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read Now
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read Now
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read Now
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Insight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
Effects of One Big Beautiful Bill and tariffs come into focus
August 21, 2025The One Big Beautiful Bill Act and trade negotiations have left many uncertain of where they stand financially. Here are some main takeaways to carry forward.Read Now
Effective foundation and endowment money management techniques
August 21, 2025Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 19, 2025Successfully raising your children to be ready to handle the responsibilities of stewarding your family’s wealth requires early and intentional learning opportunities.Read Now
Slower growth, higher inflation and S&P 500 all-time highs
August 15, 2025Amid an uneven macro backdrop, we explore where investors are finding opportunity.Read NowFall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read NowBeyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read NowThinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowInsight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowEffects of One Big Beautiful Bill and tariffs come into focus
August 21, 2025The One Big Beautiful Bill Act and trade negotiations have left many uncertain of where they stand financially. Here are some main takeaways to carry forward.Read NowEffective foundation and endowment money management techniques
August 21, 2025Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 19, 2025Successfully raising your children to be ready to handle the responsibilities of stewarding your family’s wealth requires early and intentional learning opportunities.Read NowSlower growth, higher inflation and S&P 500 all-time highs
August 15, 2025Amid an uneven macro backdrop, we explore where investors are finding opportunity.Read Now