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Wealth planning
Receive a multigenerational wealth plan with personalized strategies and guidance.
Investing
Experience a holistic approach to investing, centered on your goals and priorities.
Lending
Unlock liquidity with a variety of customized lending products, strategies and solutions.
Banking
Access a variety of banking products and services tailored to your needs
Family wealth platform
Explore our platform of specialized services designed for ultra-high-net-worth clients.
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(310) 201-7819
catherine.chase@jpmorgan.com
About Catherine
Catherine Chase is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Catherine has over two decades of private banking and investment advisory experience working with high-net-worth families, executives, business owners and private foundations. She uses her tax background in conjunction with her investment experience to create customized wealth plans and portfolios for her clients.
Before returning to J.P. Morgan, Catherine was a Managing Director and Wealth Manager with First Republic Investment Management. Previously, she spent several years with Credit Suisse Private Bank and Lehman Brothers. Catherine began her career with J.P. Morgan Private Bank, working in the fiduciary tax group, preparing tax returns for trusts, estates and private foundations. She also focused on stock option planning for corporate executives during the dot-com bubble.
Catherine received a B.S. in Accounting from the University of Delaware and a Master in Taxation from Widener University. She served ten years on the Board of Directors for The Wooden Floor in Santa Ana, CA.
Insights
Outlook
5 actions investors can take now
June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read Now
Outlook
May 2024 CPI report: Inflation may be moderating
June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook
June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024
June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Wealth Planning
Insight 2: Foundation of values to define culture and focus
June 11, 2024A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Banking
Managing cash: Make sure your assets are well protected
June 10, 2024Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Outlook
May 2024 jobs report: 272,000 jobs added, sharply beating expectations
June 10, 2024The U.S. economy added 272,000 jobs in May, underscoring the labor market is too hot for the Federal Reserve.Read Now
Outlook
2024 Mid-Year Outlook: Key takeaways
June 10, 2024Our Global Investment Strategists reflect on the first half of 2024 and preview the months ahead, looking at how surprisingly strong growth is interacting with a seemingly fragile political and geopolitical backdrop to impact markets and your portfolio. Read the key points from our 2024 Mid-Year Outlook.Read Now
Outlook
How have our views played out in 2024?
June 7, 2024Ahead of our Mid-Year Outlook, our strategists discuss what they’ve gotten right and wrong so far this year. Plus, what they are excited about on the road ahead.Read Now
Wealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
June 7, 2024How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Outlook
5 actions investors can take now
June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read Now
Outlook
May 2024 CPI report: Inflation may be moderating
June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook
June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024
June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Wealth Planning
Insight 2: Foundation of values to define culture and focus
June 11, 2024A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Banking
Managing cash: Make sure your assets are well protected
June 10, 2024Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Outlook
May 2024 jobs report: 272,000 jobs added, sharply beating expectations
June 10, 2024The U.S. economy added 272,000 jobs in May, underscoring the labor market is too hot for the Federal Reserve.Read Now
Outlook
2024 Mid-Year Outlook: Key takeaways
June 10, 2024Our Global Investment Strategists reflect on the first half of 2024 and preview the months ahead, looking at how surprisingly strong growth is interacting with a seemingly fragile political and geopolitical backdrop to impact markets and your portfolio. Read the key points from our 2024 Mid-Year Outlook.Read Now
Outlook
How have our views played out in 2024?
June 7, 2024Ahead of our Mid-Year Outlook, our strategists discuss what they’ve gotten right and wrong so far this year. Plus, what they are excited about on the road ahead.Read Now
Wealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
June 7, 2024How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
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Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(310) 201-7819catherine.chase@jpmorgan.com
