Catherine Evans

Catherine Evans

Wealth Manager, First Republic Investment Management
San Francisco
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2019-2020, 2022
  • Top Wealth Advisor Moms
    Working Mother, 2021
  • Top Women Wealth Advisors
    Forbes, 2019-2023
  • Best-in-State Wealth Management Teams
    Forbes, 2023

The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.

SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com.

Ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience.

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Catherine Evans

Wealth Manager, First Republic Investment Management
San Francisco
  • Wealth Management Experience Since 2002
    Catherine Evans is a Senior Managing Director and Wealth Manager with First Republic Investment Management. 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 Designation
    Ms. Evans is also a CERTIFIED FINANCIAL PLANNER™ professional.
  • Education
    She 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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