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Catherine Y. "Kit" Jackson

Portfolio Manager, First Republic Investment Management

East Coast

Catherine Y. Jackson is a Senior Managing Director and Portfolio Manager at First Republic Investment Management.

Ms. Jackson has nearly 21 years of experience in the investment business. During her tenure at First Republic, which she joined in 1998, she has been an equity analyst, Director of Research and Portfolio Manager. Previously, she was a Senior Vice President at Lepercq, de Neuflize & Co., where she managed Ontario International, an offshore international mutual fund, and also served as an Equity Analyst. She began her investment career in 1992 at Dean Witter Reynolds, working in ADR research.

Active with nonprofit and community organizations, Ms. Jackson currently serves as President of the Board of Trustees of Garrison Forest School in Owings Mills, Maryland.

Ms. Jackson received her Bachelor of Arts degree in history and political science from Tufts University prior to earning her MBA from Georgetown University. She also holds the Chartered Financial Analyst designation.

Wealth Management Experience: 21 Years

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