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.
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. Ms. Evans is also a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 2002
Check the background of this investment professional on FINRA's BrokerCheck.