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

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

J.P. Morgan Asset Management has recently announced the appointment of Pam Hess as its new Executive Director and Retirement Strategist. This strategic hiring aligns with the firm's commitment to bolster resources aimed at aiding financial professionals and plan sponsors in navigating the complexities of today's retirement landscape.

In her new role, Pam Hess will focus on the development and dissemination of retirement research and insights, addressing critical topics such as plan participant behavior and household financial wellness. Her extensive background, which includes a previous position as Executive Director of the Retirement Research Center at the Defined Contribution Institutional Investment Association (DCIIA), provides her with the insights necessary to enhance retirement security for workers.

Pam brings over two decades of experience in strategic planning, program management, and retirement research to her new position. Michael Conrath, Chief Retirement Strategist at J.P. Morgan, emphasized Pam's ability to provide actionable strategies based on complex industry trends, noting that her expertise will be crucial in setting new standards for retirement research.

Under her leadership, J.P. Morgan Asset Management's Retirement Insights program aims to equip clients with timely analyses and actionable insights. This suite of resources, which includes publications like 'The Guide to Retirement' and 'Retirement by the Numbers,' is designed to help individuals and financial professionals make better-informed retirement decisions.

Pam Hess's Background and Expertise

Pamela Hess, who holds the CFA designation, specializes in creating impactful research and insights for diverse audiences involved in retirement planning. Her role involves identifying vital trends and translating intricate retirement issues into clear, actionable guidance. Before her transition to J.P. Morgan, Hess spent a significant portion of her career at Aon Hewitt, where she served as Director of Retirement Research. Her research efforts have consistently focused on enhancing retirement security for a wide audience.

In addition to her corporate roles, Pam is a recognized authority in retirement discussions, often speaking at industry conferences and contributing to leading publications in the realm of retirement and financial services. Her academic credentials include an MBA from The University of Chicago Booth School of Business, and a bachelor’s degree in finance from the University of Illinois at Chicago.

Future Prospects

The inclusion of Pam Hess within J.P. Morgan Asset Management marks a proactive step in addressing the growing demand for retirement guidance and insights in an increasingly complex financial environment. As the landscape continues to evolve, her leadership is expected to drive innovative approaches to retirement strategies, ensuring that clients are well-equipped for the future.

For J.P. Morgan Asset Management, which oversees assets totaling approximately $4.2 trillion as of the end of 2025, hiring a leading expert like Hess exemplifies the firm's dedication to being at the forefront of investment management and retirement planning. Clients of J.P. Morgan span various sectors, including institutions and high-net-worth individuals, highlighting the widespread need for informed retirement strategies in today's economy.

To learn more about J.P. Morgan Asset Management and its Retirement Insights program, visit their official website.