J.P. Morgan Asset Management Welcomes Pam Hess as Retirement Strategist

Rhea-AI Summary

J.P. Morgan Asset Management (NYSE:JPM) appointed Pam Hess as Executive Director and Retirement Strategist on its Retirement Insights team, reporting to Michael Conrath, Chief Retirement Strategist, effective Jan. 27, 2026. Hess joins from the DCIIA Retirement Research Center and brings 20+ years of retirement research and program experience, including roles at Aon Hewitt. She will develop and deliver research on participant behavior, household financial wellness, and retirement best practices to support financial professionals, plan sponsors, and participants.

News Market Reaction

-0.24%

1 alert

-0.24% News Effect

On the day this news was published, JPM declined 0.24%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Industry experience: Over 20 years Aon Hewitt tenure: 15 years CFA charterholder since: 2002

3 metrics

Industry experience Over 20 years Pam Hess’s experience in strategic planning and retirement research

Aon Hewitt tenure 15 years Time Pam Hess spent at Aon Hewitt in retirement research roles

CFA charterholder since 2002 Year Pam Hess became a CFA charterholder

Market Reality Check

Price: $322.40 Vol: Volume 11,506,089 is in l...

normal vol

$322.40 Last Close

Volume Volume 11,506,089 is in line with the 11,344,331 20-day average (relative volume 1.01). normal

Technical Trading above the 200-day MA of 291.82 and about 10.74% below the 52-week high of 337.25.

Peers on Argus

JPM gained 1.12% with mixed but mostly positive moves among peers: BAC +0.42%, W...

JPM gained 1.12% with mixed but mostly positive moves among peers: BAC +0.42%, WFC +1.09%, HSBC +0.34%, C +0.81%, while RY declined 0.77%. No peers appeared in the momentum scanner and no same-day peer headlines were flagged.

Historical Context

5 past events · Latest: Jan 22 (Neutral)

5 events

Date	Event	Sentiment	Move	Catalyst
Jan 22	Legal statement	Neutral	+0.5%	Statement regarding President Trump’s lawsuit and related corporate communication.
Jan 20	Branding initiative	Neutral	-3.1%	Opening nominations for 2026 fast-growing women-owned and women-led companies list.
Jan 15	Dividend declaration	Neutral	+1.0%	Declaration of dividends on multiple series of preferred stock.
Jan 14	Conference presentation	Neutral	+0.5%	Announcement of presentation at UBS Financial Services Conference with webcast access.
Jan 13	Earnings results	Neutral	-4.2%	Release of fourth-quarter and full-year 2025 financial results and balance sheet data.

Recent Company History

Recent news has focused on corporate communications, branding initiatives, capital returns, and financial reporting. On Jan 13, 2026, JPM reported Q4 and full-year 2025 results, followed by preferred stock dividend declarations on Jan 15. The firm then announced a conference presentation on Jan 14, opened nominations for the 2026 women-owned companies ranking on Jan 20, and issued a statement regarding President Trump’s lawsuit on Jan 22. The current leadership appointment continues this flow of corporate updates.

Market Pulse Summary

This announcement highlights J.P. Morgan Asset Management’s focus on strengthening its Retirement In...

Analysis

This announcement highlights J.P. Morgan Asset Management’s focus on strengthening its Retirement Insights platform by adding an experienced strategist with over 20 years in retirement research and a CFA designation since 2002. It follows recent earnings, dividend, and conference updates, underscoring ongoing investment in intellectual capital and client resources. Investors monitoring the franchise may track how future research output, client engagement, and broader firm communications evolve alongside this leadership addition.

Key Terms

cfa

1 terms

cfa financial

"Pamela Hess, CFA, is an Executive Director and Retirement Strategist..."

A CFA is a professional credential awarded to financial analysts and investment managers who pass a series of rigorous exams and meet experience and ethical standards. It signals that a person has demonstrated advanced knowledge of investing, portfolio management and financial analysis—think of it like a pilot’s license for someone who manages money. For investors, seeing a CFA can make it easier to judge a professional’s training and credibility, though it is not a guarantee of performance.

AI-generated analysis. Not financial advice.

Experienced retirement research expert to help meet increased demand for actionable retirement insights

NEW YORK, Jan. 27, 2026 /PRNewswire/ -- J.P. Morgan Asset Management today announced the appointment of Pam Hess as Executive Director and Retirement Strategist on the Retirement Insights team reporting to Michael Conrath, Chief Retirement Strategist. This key hire reflects the firm's ongoing commitment to investing in resources that help financial professionals, participants and plan sponsors navigate today's complex retirement landscape.

In this role, Pam supports the development and delivery of retirement research and thought leadership across a wide range of topics, such as plan participant behavior, household financial wellness, and best practices for retirement savings. Previously, Mrs. Hess served as Executive Director of the Retirement Research Center at the Defined Contribution Institutional Investment Association (DCIIA), where she led the organization's research efforts focused on enhancing retirement security for workers. She has over 20 years of experience including strategic planning, program management, and deep retirement research.

"Pam brings a fresh perspective to our team, drawing on her deep expertise in retirement research to help uncover new opportunities and solutions for our clients. Her ability to translate complex trends into actionable strategies will help J.P. Morgan Asset Management continue to set the standard for retirement research and support our clients and partners in understanding and preparing for the changing retirement environment," said Conrath.

J.P. Morgan Asset Management's Retirement Insights program offers analyses of timely retirement topics to help clients make more informed retirement decisions. Its suite of resources, including The Guide to Retirement, Retirement by the Numbers, and other research, provide actionable ideas and expert insights to help address key retirement issues.

Biography

Pamela Hess, CFA, is an Executive Director and Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. In this role, Pam develops and delivers retirement research and insights to help financial professionals, plan sponsors, and individuals make informed decisions about retirement planning and decision-making. She identifies key trends and translates complex retirement topics into actional insights and educational resources.

Prior to joining J.P. Morgan, Pam served as Executive Director of the DCIIA Retirement Research Center, where she led research initiatives focused on enhancing retirement security for workers. Before that, she was with Aon Hewitt for 15 years, and served as their Director of Retirement Research, where she developed and directed research efforts, strategy and supported employers. Pam's earlier roles were in investments and financial services.

Pam's research and leadership have helped shape retirement strategies and improve outcomes for organizations and individuals across the industry. She is a frequent speaker at industry events and has been regularly cited in leading retirement and financial publications.

Pam earned her master's in business administration from The University of Chicago Booth School of Business, with concentrations in accounting, finance, and managerial & organizational behavior, and holds a bachelor's degree in finance from the University of Illinois at Chicago. She has been a CFA® charterholder since 2002.

About J.P. Morgan Asset Management

J.P. Morgan Asset Management, with assets under management of $4.2 trillion (as of 12/31/2025), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. For more information, visit: www.jpmorgan.com/am

JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America ("U.S."), with operations worldwide. JPMorganChase had $4.4 trillion in assets and $362 billion in stockholders' equity as of December 31, 2025. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world's most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

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SOURCE J.P. Morgan Asset Management

FAQ

Who is Pam Hess and what role did she accept at J.P. Morgan Asset Management (JPM) on Jan. 27, 2026?

Pam Hess was named Executive Director and Retirement Strategist on the Retirement Insights team, reporting to Michael Conrath.

How will Pam Hess's appointment affect J.P. Morgan Asset Management's (JPM) retirement research offerings?

She will support development and delivery of retirement research and thought leadership on participant behavior, household financial wellness, and savings best practices.

What is Pam Hess's background before joining J.P. Morgan Asset Management (JPM)?

Hess previously led research at the DCIIA Retirement Research Center, spent 15 years at Aon Hewitt as Director of Retirement Research, and holds an MBA from University of Chicago Booth and a CFA charter since 2002.

Will J.P. Morgan Asset Management (JPM) update its Retirement Insights resources after hiring Pam Hess?

The company said Hess will help develop and deliver research and resources such as The Guide to Retirement and Retirement by the Numbers to support clients and plan sponsors.

Who does Pam Hess work with internally at J.P. Morgan Asset Management (JPM)?

She reports to Michael Conrath, Chief Retirement Strategist, and joins the Retirement Insights Strategy team focused on research for financial professionals and plan sponsors.