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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-27 |
| TX | RA | APPROVED | 2023-02-27 |
Branch Locations
301 Grant Street Floor 10, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 06/2020 | Present |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 06/2020 | Present |
| Jpmorgan Chase Bank Na | Philadelphia | PA | 06/2019 | 08/2019 |
| Mckinsey & Company | Pittsburgh | PA | 10/2017 | 07/2018 |
| United States Navy | Millington | TN | 05/2010 | 09/2017 |
| Harvard Business School | Boston | MA | 08/2018 | 06/2020 |
| Harvard University | Cambridge | MA | 08/2019 | 06/2020 |
| Hadfield Elevator Llc | Pittsburgh | PA | 05/2020 | 06/2020 |
| Factify Technologies Inc | Binyamina | 01/2025 | Present | |
| Poseidon Investments Llc | Pittsburgh | PA | 06/2025 | Present |
Entity: Lasting Light Studio Inc Investment: No Address: Indianopolis, Indiana, USA (no office;all are work from home) Website: https://lastinglight.ai Nature: Video Games Title: Owner Date: 07/01/2026 hours a week: 0-10 trading hours: 0 duties: Lasting Light Studio is an AI-native video game production studio, with intent to expand into platform for broader adoption across multiple industries prioritizing graphic design and where creativity and iterative speed is important (e.g. games, media and entertainment, advertising, etc.). Investment will be a relatively small commitment via SAFE note with no board seat or other active role. Company has no connection to JPMC and no tether to my role at JPM. Time commitment minimal to zero. Entity : Decart AI Inc Investment : No Address: www.decart.ai Tel Aviv, Israel is primary office, also an office in San Francisco Bay area Nature: Entertainment Title: Owner Start Date: 01/01/2026 hours a week: 0-10 trading hours: 0 duties: An ai-enabled video and animation company focused on real-time content generation, with primary markets being gaming and entertainment/media. Fully passive, no tie to work at JPMC, no role at the company, zero time commitment. Potential ability to invest via connections at another Israeli company I know well. Entity : Hellbender Inc Investment : No Address: https://hellbender.com/ Nature : Technology Title: Owner/Partner Start Date: 02/02/2026 hours a week: 0-10 trading hours: 0 duties: Hellbender is a tech company focused on edge perception for robotics. No active involvement or role would be involved. A potential passive investment I would like to make that founder brought up to me as a possibility in coming months. External to firm role, no connectivity to work at JPMC. Entity : Poseidon Investments LLC Investment : No Address: Private Residence Nature: Investment Title: Owner/Partner Start Date: 06/09/2025 hours a week: 0-10 trading hours: 0 duties: A personal investment LLC owned by my wife and I jointly. Intent is to make investments in this entity, with future intent to gift a portion of ownership to trusts for our child (or future "children"). No conflict with firm role, no effort associated with entity, purely a hold co to facilitate more efficient future estate planning. Entity : Factify Technologies Inc Investment : No Address: www.factify.com; Based in Tel Aviv Metro Area, address below: 2 Sheshet Ha'yamim St., Binyamina 3057702 Israel Nature : Software Title: Owner/Partner Start Date: 07/31/2025 hours a week: 0-10 trading hours: 0 duties: Enterprise software company focused on document management. No similarity to firm role, and not in finance industry. No time commitment tied to this investment or interference with JP Morgan responsibilities expected. Entity Name: Swan Technology Corporation Investment related: No Address: https://www.swan.tech/ (no physical office; team primarily works remote) Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 07/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Swan is a defense technology company focusing on software layer for autonomous drones and related applications. I would be investing fully passively direct to cap table in their Series A fundraise. I have no affiliation or coverage of the firm's business or entity accounts. Zero time commitment. Entity : E+Patrol Investment : No Address: https://epatrol.co/There is no physical office at this time. Nature Food & Beverage Title Owner/Partner Start Date: 06/30/2025 hours a week: 0-10 trading hours: 0 duties: E+Patrol is a consumer packaged goods startup focused on health-conscious consumers. Specifically they're marketing ready-to-drink smoothies. I anticipate being passive and spending no time on an ongoing basis with this investment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-15 |
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