Gregory Napolitano is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

James Roselle is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. Prior to that, he worked at New York Life Insurance Company and NYLife Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Brett Heyder is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Outside of his advisory career, he was involved in local youth soccer programs from 2014 to 2022. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Danielle De Marco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been employed by JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates centralized due diligence, combining quantitative and qualitative research to develop model asset allocations that may include ESG considerations.