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
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now