Robert Nicastro is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His career includes roles at Citigroup, Santander Securities, First Republic Investment Management, and J.P. Morgan. Outside of finance, he is an owner and seed investor in Daylight RX Inc., a healthcare technology company focused on logistics between pharmaceutical companies and local pharmacies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and both quantitative and qualitative research.

Michael Montevago is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 14 years. 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 and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence that combines quantitative and qualitative research and incorporates a forward-looking capital market outlook.