Adam Mace is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
As a long-time member of The Hafner Group, he employs his strong investment and implementation skills to serve the holistic asset management needs of high-net-worth individuals and their families.
Adam leverages the many resources that are required to address complex portfolio needs. He is highly adept at handling new client engagement, customized reporting, investment analytics, opportunistic research and asset allocation analysis. Adam has built a reputation for his personable nature and responsive approach to client service and communications. He takes pride in fostering strong and cohesive relationships with each client.
With over 15 years of industry experience, Adam began his career at Lehman Brothers and has remained with the team since that time. Most recently, Adam and The Hafner Group were at Credit Suisse and Wells Fargo before moving to J.P. Morgan in 2018. He is pleased to offer access to premier investment services and the firm's executional excellence.
Adam graduated from Hobart and William Smith Colleges in 2006 and holds a B.A. in Economics. He earned the Certified Private Wealth Advisor® designation through the Yale School of Management Executive Education program.
Originally from Vermont, Adam and his wife, Shauna, live in Merion Station, Pennsylvania, with their two young daughters, McKenna and Riley. When not spending quality time with his family, Adam enjoys playing golf and is a member of Llanerch Country Club.