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

Investing

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
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Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.

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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
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(212) 272-0444adam.catalfomo@jpmorgan.com