Shuk Ming Leung is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms including Morgan Stanley, Citigroup, HSBC Securities, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes derivatives and commodities capabilities not commonly found in similar programs.

Amanda Lo is a CFP® with 18 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2021. Her prior experience includes roles at Bank of America N.A. and Merrill, where she worked from 2008 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria within eligible strategies.

Musetta Li is a CFP®-certified financial advisor with 27 years of industry experience, currently with J.P. Morgan Securities since 2017. She previously worked at Schwab Private Client Investment Advisory and Charles Schwab, serving in various advisory roles. Outside of her advisory work, she manages a rental property in San Francisco. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.