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 has over 25 years experience in the investment business. She 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 has led to recognition on the Forbes Top Women Wealth Advisor ranking in 2019.1

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 of Arts degree in History and Political Science from Tufts University prior to earning her MBA from Georgetown University. She is also a CFA® charterholder.

Wealth Management Experience: Since 1992

1The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records and industry experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

Check the background of this investment professional on FINRA’s BrokerCheck.