Lance PolveriniLance Polverini, CFA®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Lance
Lance Polverini is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Lance delivers strategic financial advice and market perspectives to legacy families, founders, co-founders and C-suite executives of public and private companies, helping them create a unified path to pursuing their most important ambitions and aspirations. He pairs his investment acumen with a deep appreciation for clients and their priorities to help transform their vision for their wealth into a meaningful impact for future generations.
Clients look to Lance for his keen understanding of the complexities and opportunities encountered in managing their investments, inspiring confidence in his ability to unwind the intricacies of their substantial wealth. He grounds his advice in a disciplined process based on statistics and quantitative analysis to set expectations and measure performance against these goals. Given the uncertain nature of investing, Lance approaches each decision with bounded rationality, augmenting his investment thesis with new inputs as they arise. His long, proven history of advisory guidance derives from his consistent and predictable process.
Lance's nearly two-decade career with The Gray-Polverini Group was spent at Merrill Private Wealth Management, where he was a Senior Financial Analyst, Vice President and First Vice President. He transitioned with the team in his present capacity to J.P. Morgan in 2024.
A graduate of the University of California, Berkeley, Lance earned a B.A. in Political Science and Government. He also holds an M.Sc. from the London School of Economics. Lance is a CFA®Charterholder awarded through the CFA®Institute.
Lance and his amazing wife, Amy, live in Pasadena with their two sons. Amy is a renowned surgeon, and his family is active with SCRUBS, an organization dedicated to supporting healthcare initiatives in Pasadena. Lance is deeply interested in causes that support children and youth, serving on the board of Five Acres, a longstanding nonprofit in Pasadena that provides a pathway to permanence for children in crisis. In his free time, he enjoys spending time with his family, attending his sons' soccer practices, and playing golf and tennis.
CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.
Insights
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now