Adam MaceAdam Mace, CPWA®Vice PresidentWealth Advisor
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About Adam
Adam Mace is a Vice President and Wealth Advisor at 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 nearly 20 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 daughters, McKenna and Riley. When not spending quality time with his family and watching his girls play soccer, Adam enjoys playing golf and is a member of Llanerch Country Club.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
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October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
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October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now