Kit Jackson

Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC

Finance

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Profile

Ms. Catherine Y.
Jackson, CFA MBA, is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
She is also a Senior Managing Director at the firm.
She joined First Republic in 1998 where, during her tenure, she has served as an Equity Analyst, Director of Research and Wealth Manager.
Moreover, she currently serves as a member of the Board of Trustees of Garrison Forest School in Owings Mills, Maryland, where she is Chair of the Finance Committee and also sits on the Executive Committee.
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.
Ms. Jackson received her bachelor’s degree in History and Political Science from Tufts University and her MBA from Georgetown University.

Kit Jackson active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	1997-12-31

All active positions of Kit Jackson

Former positions of Kit Jackson

Companies	Position	End
Trainer Wortham & Co., Inc. Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC)	Portfolio Manager-Equities	2007-05-30
Dean Witter Reynolds, Inc.	Corporate Officer/Principal	1993-12-30
Lepercq, de Neuflize Asset Management LLC Lepercq, de Neuflize Asset Management LLC Investment ManagersFinance Lepercq, de Neuflize Asset Management LLC (LNAM) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm is the investment management arm of Lepercq, de Neuflize & Co, Inc. LNAM provides investment management services on a discretionary basis to pooled investment vehicles and separately managed accounts.	Corporate Officer/Principal	1997-12-30

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Training of Kit Jackson

Georgetown University	Masters Business Admin
Tufts University	Undergraduate Degree

Experiences
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Linked companies

Private companies	4
Trainer Wortham & Co., Inc. Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC)	Finance
Lepercq, de Neuflize Asset Management LLC Lepercq, de Neuflize Asset Management LLC Investment ManagersFinance Lepercq, de Neuflize Asset Management LLC (LNAM) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm is the investment management arm of Lepercq, de Neuflize & Co, Inc. LNAM provides investment management services on a discretionary basis to pooled investment vehicles and separately managed accounts.	Finance
Dean Witter Reynolds, Inc.	Finance
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

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