About Adam

Adam Catalfomo is an Investment Associate and Vice President with J.P. Morgan Wealth Management.

As a long-time member of The Canell Group, he is charged with managing the executional and operational aspects of the practice on behalf of the team's clients to help ensure all transactions and processes run smoothly.

With over 20 years of experience amid the fast pace of financial services, Adam possesses deep insights into a broad range of wealth management products and strategies across all major asset classes. He serves as the primary liaison and contact for the team's mutual fund and money management investments, and coordinates the team's syndicate offerings. He assists with portfolio construction and monitors new assets to determine they are being properly invested.

Adam draws on his interpersonal skills to build relationships with external partners and navigate across key business units within the firm. He studies account performance and develops tailored reports for the group's high-net-worth clients. He is deeply involved in addressing client service inquiries regarding confirmations, investment questions and online accounts, and has a reputation for conveying information in a simple and concise manner.

Leveraging his strong analytical and problem-solving skills, Adam earned a B.S. in Computer Science from Hofstra University. He began his career in financial services at Paine Webber in 2000, where he joined The Canell Group. He moved with his team to Morgan Stanley in 2006 and transitioned to J.P. Morgan in 2017.

Insights

Outlook

Bubble or bliss? Why we think stocks could grind higher.

March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read Now
Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

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Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
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