Pittsburgh, PA Grant Street Office

Robert Mikolich is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and PNC 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 program combines quantitative and qualitative research in its recommendations and incorporates an ESG eligibility framework.

Jessica Kibler is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. She has worked previously with Morgan Stanley and has had roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. outside of her advisory career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, delivering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and incorporates quantitative and qualitative research to build model asset allocations, with a focus on eligible strategies and ESG considerations.

Angela Platt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at Goldman Sachs & Co. LLC (AYCO) for 18 years and The AYCO Company, L.P./Mercer Allied for 15 years. She serves on the board of Ronald McDonald House Charities of Pittsburgh and Morgantown, where she sits on the finance committee, and is a member of the Duquesne University Palumbo-Donahue School of Business Investment Strategy Institute Advisory Council. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Its advisory process combines quantitative and qualitative research and offers access to strategies incorporating ESG frameworks, supported by related implementation and portfolio services through affiliated entities.

Sophia Chaban is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has experience working at JPMCB NA-London Branch, Goldman Sachs, and First Republic Bank, with a total of several years in the industry. 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 through a non-discretionary program. The firm’s advisory process incorporates both quantitative and qualitative research supported by a centralized manager solutions team.

Michael Maglio is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 66, 63, and 65 licenses with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following five years at BNY Mellon Wealth Management and one year at PNC Wealth Management. Maglio serves as a board member for the Pittsburgh Venture Capital Association, a nonprofit organization focused on investor services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The program integrates quantitative and qualitative manager due diligence and incorporates an ESG eligibility framework where applicable.

Natalie Taylor is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. Her prior roles include positions at PNC Wealth Management and BNY Mellon Wealth Management. She serves on the boards of several nonprofits, including Shadyside Academy, the Shadyside Hospital Foundation, Achieva Family Trust, and the Pittsburgh Glass Center, participating in their finance and investment committees. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. The firm’s non-discretionary advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Joseph Nichol is a Series 66-registered advisor with J.P. Morgan Securities in Pittsburgh, PA, beginning his industry career in 2026. His prior experience includes roles at JPMorgan Chase Bank and Seven Oaks Country Club, as well as attendance at Duquesne University. 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 integrates quantitative screens and qualitative research supported by a centralized manager solutions team.

Michael Foster is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He previously worked at The Bank of New York Mellon Corp for 16 years before joining J.P. Morgan in 2019. Foster and his wife jointly manage private investments through a partnership called Three Forks, LP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a team of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with a combination of quantitative and qualitative analysis, including ESG considerations, and supports broader derivatives and commodities capabilities.

Nicholas Ng is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Citi and PNC, and serves on the board of directors and finance committee for the Greater Pittsburgh Arts Council, a nonprofit arts advocacy group. He also advises Carnegie Foundry, a technology firm, as a member of its Board of Advisors. 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 offers non-discretionary, customized asset allocation advice and investment manager searches supported by centralized due diligence and incorporates a broader range of regulatory registrations including futures and swap dealer roles.

Daniel Rafferty is a financial advisor at J.P. Morgan Securities in Pittsburgh, PA, holding a Series 66 designation. He has been in the industry since 2024, with prior experience at UBS and JPMorgan Chase Bank, N.A. Before entering the financial sector, he worked at Independence Excavating Inc and operated No Pressure House Wash. 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 program is non-discretionary, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Anthony Vargo is a financial advisor with J.P. Morgan Securities in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at The Coury Firm and FSC Securities Corporation before joining J.P. Morgan in 2019. 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 within a non-discretionary program. The firm’s advisory process leverages centralized due diligence and incorporates systematic quantitative and qualitative research to build model asset allocations.

Christopher Hart is a financial advisor with J.P. Morgan Securities based in Pittsburgh, PA. He holds a Series 66 designation and has four years of industry experience, including roles at JPMorgan Chase Bank and JPMorgan Securities. His prior work history also includes positions at Johnson Controls and Olde Stonewall Golf Club. 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 combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Brian Linville is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has prior roles including work at McKinsey & Company and military service in the United States Navy. Outside of his advisory role, Linville has ownership interests in several technology and consumer startups, primarily in passive capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and offers access to a range of investment strategies with the inclusion of ESG considerations.

Evan Frazier Jr. is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2024, and previously was employed at Henderson Brothers, Inc. for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Maxwell Hine is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at UBS Financial Services, Goldman Sachs & Co. LLC, and Waldron Private Wealth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research to build model asset allocations and offers a broad range of derivatives and commodities capabilities.