Industry Accolades
- Best-In-State Wealth AdvisorsForbes, 2019, 2020, 2022, 2023
- Top Women Wealth AdvisorsBarron's, 2022
- Top Women Wealth AdvisorsForbes, 2019-2023
- Top Advisor Rankings by StateBarron's, 2023
- Best-in-State Wealth Management TeamsForbes, 2023
Forbes/SHOOK Top Wealth Advisors Best-In State (04/04/23, data as of 06/30/22); (04/07/22, data as of 06/30/21); (01/06/20, data as of 06/30/19); (02/20/19, data as of 06/30/18). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top Women Financial Advisors (06/16/23). Data as of 03/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Barron's Top 1,200 U.S. Financial Advisors (03/10/23). Data as of 09/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
- Wealth Management Experience: Since 2002Catherine Evans is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Ms. Evans joined J.P. Morgan Wealth Management in 2023. In her role, Ms. Evans advises wealthy families and individuals on investment strategy, asset allocation, wealth transfer strategies and cash flow planning. Ms. Evans 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. Ms. Evans 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.
- Professional DesignationsMs. Evans is also a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationShe holds a Bachelor of Arts in International Relations from Stanford University and an MBA from the Haas School of Business at the University of California, Berkeley.
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