Ramesh Ramdatt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His background includes roles at JPMorgan Chase Bank and Liberty NY Management. Outside of advising, he manages a two-family real estate investment property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting for clients with minimum portfolio sizes. Their advisory process combines quantitative and qualitative research, and incorporates an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

Enri Sosunov is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. His prior work includes roles at Citibank and JPMorgan Chase Bank. Outside of finance, he is a partner in SWBAS, an e-commerce venture that markets a family-friendly card game. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their process involves centralized due diligence, asset allocation advice, and manager searches, with clients retaining final decision-making authority.