New Chief Retirement Strategist Named at JPMAM

JPMorgan Asset Management named Michael Conrath chief retirement strategist for the firm, effective February 1, the firm announced on Tuesday in a press release.

Conrath will be responsible for creating the firm’s research agenda and leading the retirement insights group. Conrath reports to Dan Oldroyd, portfolio manager and head of target date strategies at JP Morgan Asset Management, according to the press release.

“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 the release.

Conrath replaces Katherine Roy, who departed JPMorgan Asset Management last year. Roy is now a principal for retirement products, at Edward Jones, according to her LinkedIn.

Conrath has worked at JPMorgan 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 JPMorgan Asset Management retirement research report, the guide to retirement, according to a company spokesperson.

Prior to joining JPMorgan 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 release.