Catherine Morrison Evans

Gestore di Portafoglio-Azioni presso JPMorgan Private Wealth Advisors LLC

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Profilo

Ms. Catherine M.
Evans is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
She is also a Managing Director of the firm.
In her role, she advises wealthy families and individuals on investment strategy, asset allocation, wealth transfer strategies and cash flow planning.
She has been in wealth management industry since 2002.
She was most recently a Wealth Advisor with First Republic, a role she assumed in 2005 as the first professional in the then-newly created Wealth Advisor role, and has played an instrumental role in the growth of the wealth management business.
She had previously worked in consulting and client relationship management roles with First Republic starting in 2002.
Ms. Evans began her career as a management consultant with Oliver Wyman (formerly Mercer Management Consulting) in San Francisco.
Ms. Evans holds a Bachelor of Arts degree in International Relations from Stanford University and an MBA from the Haas School of Business at the University of California, Berkeley.
She is also a Certified Financial Planner professional.

Posizioni attive di Catherine Morrison Evans

Società	Posizione	Inizio
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.	Gestore di Portafoglio-Azioni	01/09/2010

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Precedenti posizioni note di Catherine Morrison Evans

Società	Posizione	Fine
Mercer Management Consulting, Inc. Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, NY.	Consulente / Consigliere	31/12/2001

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Formazione di Catherine Morrison Evans

University of California, Berkeley	Masters Business Admin
Stanford University	Undergraduate Degree

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Aziende private

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Società collegate

Aziende private	2
Mercer Management Consulting, Inc. Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, NY.	Commercial Services
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.	Finance