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Robert Longo is a financial advisor at J.P. Morgan Securities in New York, NY, with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Merrill and self-employment from 2014 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by forward-looking capital market assumptions and includes specialized regulatory registrations reflecting its broader derivatives and commodities capabilities.

Sara Sarwat Casanova is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors, LLC and JPMorgan Chase Bank, N.A. outside of her current role. J.P. Morgan Securities offers 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 advisory process combines quantitative and qualitative research, incorporates ESG criteria, and is supported by affiliates providing implementation and portfolio services.

Marc Ng 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 has worked at various JPMorgan affiliates since 2017 and is currently involved as a minority capital investor in a commercial real estate venture in Las Vegas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Boris Mihailevsky is a CFP® professional with 18 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been affiliated with Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria in its recommendations.

Chaerin Lee is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, NY, with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Lee held a position at Equitable Financial Life Insurance and worked at Voesh Corp. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an ESG eligibility framework incorporated in recommendations.

Seth Kourpas is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities, as well as a position with the New York Yankees’ River Operating Company. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, with an emphasis on a range of eligible strategies including ESG considerations.