Adam CatalfomoAdam CatalfomoInvestment Associate
About Adam
Adam Catalfomo is an Investment Associate and Vice President with J.P. Morgan Wealth Management. As a long-time member of The Canell Group, he is charged with managing the executional and operational aspects of the practice on behalf of the team's clients to help ensure all transactions and processes run smoothly.
With over 20 years of experience amid the fast pace of financial services, Adam possesses deep insights into a broad range of wealth management products and strategies across all major asset classes. He serves as the primary liaison and contact for the team's mutual fund and money management investments, and coordinates the team's syndicate offerings. He assists with portfolio construction and monitors new assets to determine they are being properly invested.
Adam draws on his interpersonal skills to build relationships with external partners and navigate across key business units within the firm. He studies account performance and develops tailored reports for the group's high-net-worth clients. He is deeply involved in addressing client service inquiries regarding confirmations, investment questions and online accounts, and has a reputation for conveying information in a simple and concise manner.
Leveraging his strong analytical and problem-solving skills, Adam earned a B.S. in Computer Science from Hofstra University. He began his career in financial services at Paine Webber in 2000, where he joined The Canell Group. He moved with his team to Morgan Stanley in 2006 and transitioned to J.P. Morgan in 2017.
Insights
5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read Now
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read Now
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read Now
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead Now
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read Now
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read NowBlack women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read NowHow are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read NowThe intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read NowKey actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read NowNew York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowThe case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read NowThere’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowWhat impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowWhat you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowWill central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read NowWill the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now