Matthew Seitz is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner and officer of GPSS Ventures LLC, an investment entity focused on private companies. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Cooper Choate is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America Merrill Lynch and JPMorgan Chase Bank, N.A., as well as a period of study at Tulane University Law School. 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 applying an ESG eligibility framework in its recommendations.

Margaret Graves is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. Outside of her advisory roles, she has prior experience at Georgetown University and in planning and engineering firms. 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 in its investment process.

Daniel Halchak is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Mass Mutual Insurance Company and Barnum Financial Group, before joining JPMorgan Chase Bank and JPMorgan Securities in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Victor Rubino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013, with prior experience at Credit Suisse Securities (USA) LLC and RBC Rochdale, LLC. J.P. Morgan Securities LLC 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. The firm’s services are delivered on a non-discretionary basis, with an emphasis on internally approved funds and strategies.

Mack Portnoy is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2018, with earlier experience including a position at Asymmetry Capital Management and time at Cornell University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers these services on a non-discretionary basis, incorporating an ESG eligibility framework in its investment recommendations.

Maxwell Buckley is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Prior to that, he was self-employed for six years. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Andrew Friedman is a Series 66-licensed advisor at J.P. Morgan Securities with experience beginning in 2026. His background includes roles at JPMorgan Chase Bank, Palantir Technologies, and the U.S. Army, as well as studies at the University of Michigan’s Ross School of Business and Arizona State University. J.P. Morgan Securities 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 in its recommendations.

Meghan Thornton is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at William Raves-Al Filipone for eight years. Her current role at J.P. Morgan Securities involves serving institutional clients through asset allocation advice and investment manager searches. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large institutional advisory operations with brokerage and investment management capabilities. The firm delivers non-discretionary advisory programs supported by in-house manager solutions and centralized due diligence.

William Wallace is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Steward Partners Investment Solutions, Timber Point Capital Management, and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with the Cavalry Lacrosse Club and the Newtown Youth Lacrosse Association. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Joseph Filippetti is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Morgan Stanley. Outside of his advisory role, he is an owner and partner in a construction company focused on real estate projects. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Evan Zarba is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at Summit Partners and Tiger Capital Group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting, delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Hir Patel is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Charles Schwab, and Schwab Private Client Investment Advisory. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Isabel Wilkowski is a financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Performance Optimal Health, and Athos Partners. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Drouin is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation. He has one year of industry experience and prior work history that includes roles at JPMorgan Chase Bank and the Premier Lacrosse League. Outside of finance, he has been involved with the Premier Lacrosse League. 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 in their recommendations.

Mauricio Arango is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023, following a year with Barnum Financial Group. He also spent five years at Quinnipiac University prior to his financial career. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Sean O Dowd is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Silvercrest Asset Management for eight years and Bessemer Trust for twelve years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers non-discretionary advice delivered by a select group of Wealth Advisors.

Byron Athans is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He previously worked at Merrill and Bank of America from 2009 to 2023. He serves as the Board Finance Committee Chair and Treasurer for the nonprofit Citymeals on Wheels, which delivers food to homebound elderly. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Richard Dietrich is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has three years of industry experience. Prior to his current role, he worked for JPMorgan Chase Bank, NA, and has a background that includes founding Functional Fitness 4 Life, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Anthony Trimarchi is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has held roles with both J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2011. Outside of his advisory work, he is a trustee for the New York Backstretch Employees Pension Trust, serves on the board and finance committee of the Ronald McDonald House of the Greater Hudson Valley, and is involved in thoroughbred racing and breeding as an owner. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.