Interview with Katherine Roy


Segment one
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Katherine Roy
Chief Retirement Strategist
J.P. Morgan Asset Management

S. Katherine Roy, CFP, Managing Director, is Chief Retirement Strategist for J.P. Morgan Asset Management.  In this role, Katherine is responsible for delivering timely retirement-related insights to intermediaries and clients.  Focused on the retirement landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with employers and individuals through all 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 communication and consulting, and interactive client experience initiatives.  Katherine received a B.A. from Yale University, is a Certified Financial Planner.

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