J.P. Morgan Asset Administration has appointed Michal Conrath chief retirement strategist to guide the agency’s retirement insights group and create its analysis agenda, in keeping with an announcement on Tuesday.
Conrath will probably be changing Katherine Roy, who departed J.P. Morgan Asset Administration final 12 months and is now a principal for retirement merchandise at Edward Jones, in keeping with her LinkedIn. Conrath’s appointment is efficient February 1 and he’ll report back to Dan Oldroyd, portfolio supervisor and head of goal date methods at J.P. Morgan Asset Administration, in keeping with the announcement.
“Michael’s in depth monitor document of serving to individuals save for school and retirement make him the right match to guide our retirement insights program, designed to offer plan sponsors, monetary professionals and people with the insights and instruments they should make knowledgeable retirement selections,” Oldroyd stated in a press release.
Conrath has labored at J.P. Morgan Asset Administration since 2011, most not too long ago as the top of training financial savings, the place he co-created School Planning Necessities, a information for saving and investing for households’ school saving targets.
Conrath’s analysis portfolio encompasses the annual J.P. Morgan Asset Administration retirement analysis report, the information to retirement, which appears to be like on the spending habits of retirees, in keeping with an organization spokesperson.
Previous to becoming a member of J.P. Morgan Asset Administration, Conrath was wealth planning director at AllianceBernstein, the place he spent greater than a decade creating assets for school financial savings, wealth switch and retirement planning, in keeping with the press launch. He beforehand held comparable roles at Morgan Stanley and New York Life, in keeping with the asset administration arm of New York-based JPMorgan & Chase Co.