Portfolio Manager and Head of Quantitative Research
- 14 YEARS WITH J.P. MORGAN
- 14 YEARS IN THE INDUSTRY
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 glide path construction, tactical asset allocation and inflation strategies across multi-asset class accounts. 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.