Patrick Batac is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He has been with J.P. Morgan Securities since 2023 and has a prior history at JPMorgan Chase Bank, N.A. dating back to 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates systematic quantitative screening, qualitative research, and an ESG eligibility framework.

Anna Lozada is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2015, having also worked with JPMC BANK NA since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence and employs both quantitative and qualitative research to develop model asset allocations, with offerings that include ESG considerations and broader derivatives and commodities capabilities.