Financial Planning Association San Diego and the CFA Society San Diego are pleased to announce a collaborative Wealth Management Symposium on May 16th, 2017. Join us as we welcome Samantha Azzarello, Global Market Strategist and Katherine Roy, Chief Retirement Strategist at JP Morgan. We’ll discuss the markets, economy, and retirement planning issues to prepare you for more meaningful client conversations.
Please register at www.fpasandiego.org
Both of these presentations are pending CE approval.
3:30-4:00pm – Registration
4:00-5:30pm – Presentations
5:30-7:00pm – Social Hour
J.P. Morgan Asset Management
Sam Azzarello, Vice President, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, Samantha develops and communicates timely market and economic insights to retail and institutional clients across the U.S.
Samantha joined J.P. Morgan in 2015. Before she joined the firm, Samantha worked at Bank of America Merrill Lynch Wealth Management as a multi-asset investment strategist within the Chief Investment Office. She was involved in formulating and communicating the firm’s economic and market outlook as well as asset allocation views.
Samantha also worked at CME Group as an economist, where she conducted research and analyzed global economic developments that impacted the company’s business. She has published articles in the Review of Financial Economics and Journal of Investing.
Samantha earned a master’s degree in Economics from New York University with a concentration in Econometrics. She received a bachelor’s degree in Economics from the University of Toronto. Samantha holds series 7 and 66 licenses.
J.P. Morgan Asset Management
Katherine Roy, Managing Director, is Chief Retirement Strategist and Head of Individual Retirement for J.P. Morgan Asset Management. In this role, Katherine is responsible for delivering timely personal retirement-related insights to financial advisors. Focused on the retirement income-related landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages.
Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics.
Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch, where she led strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice and guidance programs available to integrated benefits plan participants. She also held several roles in financial planning product development, participant communications and consulting, and interactive client experience initiatives. Katherine received a B.A. from Yale University and is a Certified Financial Planner®.