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Katherine Santiago
Portfolio Manager and Head of Quantitative Research
Katherine S. Santiago, Managing Director, is the head of Quantitative Research in the Multi-Asset Solutions team, responsible for the quantitative models that help establish the broad asset allocation reflected across the Multi-Asset Solutions team's portfolios globally. Currently based in New York and an employee since 2005, she is also a portfolio manager focusing on retirement drawdown strategies and tactical asset allocation across multi-asset portfolios. Previously, Katherine has worked in both New York and London as part of the research team and focused on developing inflation, retirement and alternative beta products. Katherine holds a BA in Mathematics from Bowdoin College, an MS in Mathematics in Finance from New York University, and is a CFA charterholder.
Funds Managed
- JPMorgan SmartSpending 2015 Fund-I
- JPMorgan SmartSpending 2015 Fund-R4
- JPMorgan SmartSpending 2015 Fund-R6
- JPMorgan SmartSpending 2015 Fund-A
- JPMorgan SmartSpending 2015 Fund-R3
- JPMorgan SmartSpending 2015 Fund-R2
- JPMorgan SmartSpending 2015 Fund-R5
- JPMorgan SmartSpending 2020 Fund-Class R3
- JPMorgan SmartSpending 2020 Fund-Class A
- JPMorgan SmartSpending 2020 Fund-Class R6
- JPMorgan SmartSpending 2020 Fund-Class R4
- JPMorgan SmartSpending 2020 Fund-Class R2
- JPMorgan SmartSpending 2020 Fund-Class R5
- JPMorgan SmartSpending 2020 Fund-Class I