Katherine Ann Stallkamp Santiago
Director of Research - Equity at JPMorgan Investment Management, Inc.
Profile
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 glide path construction, tactical asset allocation and inflation strategies across multi-asset class accounts.
She has over 18 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.
Katherine Ann Stallkamp Santiago active positions
| Companies | Position | Start |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Director of Research - Equity | - |
Former positions of Katherine Ann Stallkamp Santiago
| Companies | Position | End |
|---|---|---|
JPMorgan Asset Management (UK) Ltd.
 JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US. | Director of Research - Equity | - |
Training of Katherine Ann Stallkamp Santiago
| Bowdoin College | Undergraduate Degree |
| New York University | Graduate Degree |
Experiences
Positions held
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Listed companies
Private companies
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1st degree companies
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| Private companies | 2 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
JPMorgan Asset Management (UK) Ltd.
JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US. | Finance |
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