Manh Pham is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining J.P. Morgan in 2018, he worked in hardwood flooring and real estate sales. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support investment recommendations.

Anthony Cafiero is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining J.P. Morgan, he worked at Prudential Insurance Company of America and LPL Enterprise. Outside of finance, he has been involved with Balcony Talk, a venture active since 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.