Gregory Curran is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 66 and Series 63 credentials and 12 years of industry experience. He previously worked at Charles Schwab before joining JPMorgan Chase Bank in 2019. Outside of his advisory role, he is an owner and partner in a family-owned real estate LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and may incorporate ESG criteria.

Yanyu Lu is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Lu worked at Beacon Tax Group and has experience outside finance including at Extended Stay America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.