Profil
Ms. Katherine Ann S.
Santiago, CFA, is a Portfolio Manager & Head of Quantitative Research at JPMorgan Investment Management, Inc. She is responsible for the quantitative models that help establish the broad asset allocation reflected across the Multi-Asset Solutions team’s portfolios globally.
She is based in New York and an employee since 2005, she is also a Portfolio Manager focusing on retirement drawdown strategies and tactical asset allocation across multi-asset portfolios.
She has over 21 years of industry experience.
Previously, Ms. Santiago has worked in both New York and London as part of the research team and focused on developing inflation, retirement and alternative beta products.
Ms. Santiago holds a Bachelor of Arts in Mathematics from Bowdoin College, a Master of Science in Mathematics in Finance from New York University, and is a CFA charter holder.
Postes actifs de Katherine Ann Stallkamp Santiago
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Directeur de la Recherche - Actions | - |
Anciens postes connus de Katherine Ann Stallkamp Santiago
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Asset Management (UK) Ltd.
JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets. | Directeur de la Recherche - Actions | - |
Formation de Katherine Ann Stallkamp Santiago
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| Entreprise privées | 4 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
JPMorgan Asset Management (UK) Ltd.
JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets. | Finance |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















