David Stecker is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with J.P. Morgan Securities and has held positions at JPMorgan Chase Bank, First Republic Investment Management, and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while allowing clients to retain final decision-making authority.

David Loeb is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes multiple roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as positions with First Republic Investment Management and First Republic Securities Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s approach integrates centralized due diligence with a combination of quantitative and qualitative research and includes ESG considerations within its recommended strategies.