Pierre Robin Dualan is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities and affiliates since 2017 and previously worked with the Golden State Warriors from 2015 to 2022. 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 process integrates quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, and it includes broader derivatives and commodities capabilities through its regulatory registrations.

Mario Fitoria is a financial advisor at J.P. Morgan Securities with one year of experience in the industry. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A. and Bank of America. Outside of his advisory role, he is also involved in the entertainment industry as a weekend club DJ and music producer. 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 advisory process combines quantitative and qualitative research to support non-discretionary advice on asset allocation, investment manager selection, and performance reporting.