JPMorgan’s Asset Management Arm Names New Chief Retirement Strategist

J.P. Morgan Asset Management promotes head of education savings to lead retirement insights and research division.   

J.P. Morgan Asset Management has appointed Michal Conrath chief retirement strategist to lead the firm’s retirement insights group and create its research agenda, according to an announcement on Tuesday.  

Conrath will be replacing Katherine Roy, who departed J.P. Morgan Asset Management last year and is now a principal for retirement products at Edward Jones, according to her LinkedIn. Conrath’s appointment is effective February 1 and he will report to Dan Oldroyd, portfolio manager and head of target date strategies at J.P. Morgan Asset Management, according to the announcement. 

“Michael’s extensive track record of helping people save for college and retirement make him the perfect fit to lead our retirement insights program, designed to provide plan sponsors, financial professionals and individuals with the insights and tools they need to make informed retirement decisions,” Oldroyd said in a statement.

Conrath has worked at J.P. Morgan Asset Management since 2011, most recently as the head of education savings, where he co-created College Planning Essentials, a guide for saving and investing for families’ college saving goals.

Conrath’s research portfolio encompasses the annual J.P. Morgan Asset Management retirement research report, the guide to retirement, which looks at the spending habits of retirees, according to a company spokesperson.

Prior to joining J.P. Morgan Asset Management, Conrath was wealth planning director at AllianceBernstein, where he spent more than a decade developing resources for college savings, wealth transfer and retirement planning, according to the press release. He previously held similar roles at Morgan Stanley and New York Life, according to the asset management arm of New York-based JPMorgan & Chase Co.