Maggie AdamchakMaggie AdamchakClient Associate
About Maggie
Maggie Adamchak is a Client Associate with J.P. Morgan Wealth Management.
As a member of The Hafner Group, Maggie provides operational and customer service support for high-net-worth individuals and families. Her responsibilities include onboarding procedures, fund transfers, preparing financial documents and maintaining account records. She works diligently to deliver excellent customer service.
Maggie graduated from Saint Joseph's University with a B.S. in Marketing and earned an M.B.A. from the University of South Florida. With four years of experience in financial services, she began her career in 2018 at Oakpoint Advisors as an Analyst and Investor Relations Associate. Maggie joined J.P. Morgan in 2020. She holds FINRA Series 7 and 66 securities licenses.
Maggie lives in Philadelphia with her husband, Mike. Outside of work, she enjoys traveling, staying active, and trying new restaurants throughout the city.
Insights
Markets and Economy
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Business Planning
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Markets and Economy
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Family Legacy
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Family Legacy
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Markets and Economy
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Family Legacy
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Markets and Economy
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Family Legacy
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowMarkets and Economy
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowBusiness Planning
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowMarkets and Economy
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowFamily Legacy
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowFamily Legacy
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowMarkets and Economy
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowFamily Legacy
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowMarkets and Economy
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowFamily Legacy
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
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