Neovest
Morgan Patterson is an experienced financial services professional with a diverse background in operations, implementation, and consulting. Currently serving as the Implementation Manager, VP at Neovest since March 2024, following the company's acquisition by JPM Chase, Morgan also founded Hanover Financial Consulting in August 2020, providing remote operational and management consulting during the Covid-19 pandemic. Previous roles include Implementation Manager at LayerOne Financial L.P., Client Data Conversion Supervisor and Specialist at FinFolio, Investment Reporting & Operations Manager at Sentinel Investments, and various positions at Thomson Horstmann & Bryant, PartnerRe, Pequot Capital, and Bridgewater Associates. Morgan holds a B.A. in Philosophy and Environmental Studies from Bates College, earned between 2000 and 2004.
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Neovest
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Trusted by 500+ clients, 3,500+ users as their global, multi-asset, broker-neutral order and execution management system offering access to global liquidity sources, advanced analytical tools, broker algorithmic trading strategies and unparalleled support to optimize best execution practices across global equities, futures, options and fx markets. Neovest, Inc. (“Neovest”) is a subsidiary of JPMorgan Chase & Co. (“JPMC”) and subject to its business controls, including certain of its policies and procedures. Certain Neovest, Inc. personnel are registered representatives of J.P. Morgan Securities LLC (“JPMS LLC”), a broker-dealer subsidiary of JPMC, and act in that capacity when offering Neovest services or products. JPMS LLC has supervisory responsibilities with respect to such personnel pursuant to U.S. Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) requirements. JPMC and JPMS LLC monitor Neovest’s compliance with applicable controls and regulatory requirements and accordingly surveil Neovest’s communications with you. Important disclosures at: www.jpmorgan.com/disclosures.