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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now