Katherine Roy, Chief Retirement Strategist for J.P. Morgan, shares three secrets that could lead to a happier financial future.
About the Author
Chief Retirement Strategist for J.P. Morgan
Katherine Roy, Managing Director, is Chief Retirement Strategist and Head of Individual Retirement for J.P.Morgan Funds. In this role, Katherine is responsible for delivering timely retirement-related insights to financial advisors. Focused on the retirement income-related landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages. Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics. Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch where she lead strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice and guidance programs available to integrated benefits plan participants. She also held several roles in financial planning product development, participant communications and consulting, and interactive client experience initiatives. Katherine received a B.A. from Yale University, is a Certified Financial Planner®.
Recommended for You
Benefit from J.P. Morgan’s insights and thought leadership that cover everything from investment strategies and retirement advice to market perspectives and economic outlooks.