Katherine Roy, Managing Director, is Chief Retirement Strategist & Head of Individual Retirement for J.P. Morgan. In this role, Katherine is responsible for delivering timely personal retirement-related insights to advisors. Focused on the retirement income-related landscape for more than ten years, Katherine specialized 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.
She has 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® and maintains the FINRA Series 7, 63 and 24 licenses.
Read More Perspectives & Outlooks
Browse other articles, interviews and reports you may find interesting.
Max Out. Don't Miss Out.
Five strategies for getting the most from your IRA.Read More about Five strategies for getting the most from your IRA.
Generational Perspectives on Money
Boomers & Millennials Meet in the MiddleRead More about Generational Perspectives on Money
Smart Strategies for Millennials
Compared to earlier generations, millennials feel more optimistic about their financial future.Read More about Smart Strategies for Millennials
9 Retirement Tips
Ideas to help you stay on track in achieving the retirement lifestyle you want.Read More about 9 Retirement Tips
Si tiene alguna pregunta, por favor llame o visite una sucursal local de Chase.