Industry Accolades
- Best-In-State Wealth AdvisorsForbes, 2023
- Top Women Wealth AdvisorsForbes, 2023
Forbes/SHOOK Top Wealth Advisors Best-In State (04/04/23). Data as of 06/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Women Wealth Advisors (02/02/23). 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.
- Wealth Management Experience Since 1992Catherine Y. Jackson is a Senior Managing Director and Wealth Manager with First Republic Investment Management. Ms. Jackson joined First Republic in 1998 where, during her tenure, she has served as an Equity Analyst, Director of Research and Wealth Manager. Prior to joining First Republic, Ms. Jackson was a Senior Vice President of Lepercq, de Neuflize & Co., where she managed Ontario International, an off-shore international mutual fund and also served as an equity analyst. She began her investment career at Dean Witter Reynolds in ADR research in 1992.
- Community InvolvementMs. Jackson currently serves on the New York Historical Society’s Women’s History Corporate Council. She is a past President of the Board of Trustees of Garrison Forest School, located in Owings Mills, Maryland. She currently serves on the School’s Executive, Finance, and Investment Committees.
- Professional DesignationShe is a Chartered Financial Analyst® charterholder.
- EducationMs. Jackson received her bachelor’s degree in History and Political Science from Tufts University and her MBA from Georgetown University.
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