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
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After 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
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There 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
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After 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 NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There 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 NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now