Edward Dunn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Outside of his advisory role, he is president of ECMC Enterprises, an S corporation through which he provides investment capital for art purchases. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Steven Horowitz is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has been with various J.P. Morgan entities since 2014. His current roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice combined with investment manager searches and customized performance reporting, supported by a centralized due diligence team that integrates quantitative and qualitative research.