Chief Retirement Strategist
Katherine Roy, Managing Director, is Chief Retirement Strategist 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. Katherine received a B.A. from Yale University and is a Certified Financial Planner®.