Vito Gioiello is a CFA® charterholder with 20 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include tenures at First Republic Bank and Manchester Capital Management. He is active in his community through board roles with Catholic Charities of Santa Barbara, Peoples' Self-Help Housing, and the Santa Barbara Historical Museum. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Danielle Mulroy is a Series 66-licensed advisor with J.P. Morgan Securities, based in Santa Barbara, CA, and has two years of industry experience. Her prior work includes roles at AppFolio and Curvature. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and utilizing its broader derivatives and commodities capabilities.

David Catalfimo is a financial advisor with J.P. Morgan Securities in Santa Barbara, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010, and was previously with Setos Lago Holdings, LLC. Outside of his advisory role, he serves as a trustee for the Santa Barbara Club Preservation Foundation, a nonprofit focused on fundraising for historic building maintenance and neighborhood enhancement. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates centralized due diligence and forward-looking capital market assumptions, with a focus on eligible strategies that may include ESG criteria.

Allison Angell is a financial advisor at J.P. Morgan Securities with one year of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, she attended the University of California - Santa Barbara. 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 combines quantitative screens and qualitative research, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Shannon Kerber is a financial advisor with J.P. Morgan Securities in Santa Barbara, CA. She holds Series 63 and Series 66 licenses and has six years of industry experience. Her prior roles include positions at Windward Capital/S.L. Reed & Co, Morgan Stanley, and MUFG Union Bank. 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 centralized due diligence with both quantitative and qualitative analysis, including ESG considerations.

Sean Manning is a financial advisor with J.P. Morgan Securities in Santa Barbara, CA. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Bank of America and Merrill. Manning has been with J.P. Morgan since 2017. 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 searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, and they offer broader derivatives and commodities capabilities compared to many institutional advisory programs.

Randy Howe is a financial advisor with J.P. Morgan Securities in Santa Barbara, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities since 2019 and has held various roles within JPMorgan Chase Bank since 2016. 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. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes derivatives and commodities capabilities.

Robin Kopeikin is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds the CFA® designation along with Series 65 and Series 63 licenses. His prior roles include positions at First Republic Investment Management and Starbuck Tisdale & Associates. 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. Their process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities through affiliated entities.

Marcus Swaim is a financial advisor at J.P. Morgan Securities in Santa Barbara, CA, holding Series 66 and Series 63 credentials with 27 years of industry experience. He has been employed with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Marcus is also an employee of JPMorgan Bank, which enables him to offer certain bank products and services including deposit and credit products. 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 includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.