Catherine Y. "Kit" Jackson

Catherine Y. "Kit" Jackson

Wealth Manager, First Republic Investment Management
New York

Catherine 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.

Her work and dedication have led to recognition on the Forbes Best-In-State Wealth Advisors and Forbes Top Women Wealth Advisors rankings.

Ms. Jackson 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. Closer to home, Ms. Jackson serves on the Women's History Corporate Council of the New-York Historical Society.

Ms. Jackson received her bachelor’s degree in History and Political Science from Tufts University and her MBA from Georgetown University. She is a Chartered Financial Analyst® charterholder.

Wealth Management Experience: Since 1992

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