Riverside, CT Office

Michael Wray is a CFA® charterholder with 13 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. He serves on the advisory board of Korean K9 Rescue, a charity that re-homes dogs from Korea, where he provides advice and volunteers at events. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and provides non-discretionary services through a select group of Wealth Advisors.

Anna Soave is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Peoples United Advisors Inc, and M&T Bank/Peoples United Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Gregory Satriale is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America Merrill Lynch and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Mergin Shehu is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Charter Communications and Ardsley Cucina. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Stuart Wechsler is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Merrill Lynch, Bank of America, First Republic, and JPMorgan Chase. He serves as a trustee for a client trust account and is a committee member on the endowment investment committee of Solomon Schechter. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Brandon Curtis is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Morgan Stanley, Goldman Sachs, and Merrill. He is also employed by JPMorgan Bank, enabling him to offer certain banking products and services alongside his advisory work. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering advisory services alongside affiliated brokerage and investment management capabilities.

Erick Roche is a financial advisor with J.P. Morgan Securities in Riverside, CT, holding a Series 66 designation and eight years of industry experience. His prior firms include Oppenheimer & Co., Fortis Lux Financial, and MassMutual Investors Services. Outside of his advisory role, he co-owns two e-commerce ventures focused on branded apparel and related products, operated as hobbies separate from his financial career. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.