Adam MaceAdam MaceVice PresidentWealth Advisor
LinkedInAbout Adam
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.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now