J.P. Morgan Asset Management Welcomes Pam Hess as Retirement Strategist
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
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.
Details
News Market Reaction – JPM
On Jan 27, the day this news came out, JPM closed 0.24% below the previous close.
Data tracked by StockTitan Argus for the Jan 27 session.
Key Figures
- 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
Historical Context
-
Statement regarding President Trump’s lawsuit and related corporate communication.
-
Opening nominations for 2026 fast-growing women-owned and women-led companies list.
-
Declaration of dividends on multiple series of preferred stock.
-
Announcement of presentation at UBS Financial Services Conference with webcast access.
-
Release of fourth-quarter and full-year 2025 financial results and balance sheet data.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
cfa financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
Experienced retirement research expert to help meet increased demand for actionable retirement insights
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
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in
View original content to download multimedia:https://www.prnewswire.com/news-releases/jp-morgan-asset-management-welcomes-pam-hess-as-retirement-strategist-302670498.html
SOURCE J.P. Morgan Asset Management
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.