Catherine Morrison Evans

Gestionnaire de Portefeuille-Actions chez JPMorgan Private Wealth Advisors LLC

Profil

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.

Postes actifs de Catherine Morrison Evans

Sociétés	Poste	Début
JPMorgan Private Wealth Advisors LLC	Gestionnaire de Portefeuille-Actions	01/09/2010

Anciens postes connus de Catherine Morrison Evans

Sociétés	Poste	Fin
Mercer Management Consulting, Inc.	Consultant / Advisor	31/12/2001

Formation de Catherine Morrison Evans

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