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
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now