Giancarlo Romano Mateo Leuterio is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at New York Life Insurance Company, Equitable Advisors LLC, and the Securities & Exchange Commission Philippines. 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 searches, and customized performance reporting. The firm’s advisory approach combines systematic quantitative screening with qualitative research and incorporates ESG criteria where applicable.

Ravi Panchal is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has held his current roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG considerations.

Richard Fitzgerald is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses with nine years of industry experience. He previously worked at CitiGroup for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.