Jack A. Hafner
Jack A. Hafner
Jack A. Hafner
Jack Hafner is the past chair of the Rowan University Foundation Board of Directors, formerly the treasurer, and has been a member since 2012.
Mr. Hafner serves as a Managing Director with J.P. Morgan Securities, a wealth management division of J.P. Morgan. With 25 years of asset management experience, he brings rigorous due diligence to serve the holistic investment advisory and estate (financial) planning needs of ultra-high-net-worth individuals and their families. As a testament to Jack’s commitment to excellence (best practices), he has been named to Barron’s Top 1200 Financial Advisors list for six of the past seven years.
Jack is a member of J.P. Morgan Securities’ Portfolio Manager Program, which is composed of a small group of advisors who manage discretionary client portfolios and are subject to regular quantitative and qualitative reviews. This exacting attention to detail enables him to actively manage assets on behalf of individual clients. Using a blend of financial models, tools and techniques, Jack has developed five dedicated portfolios that he constructs and manages in-house. Two have been designed using proprietary strategies and are composed of master limited partnerships and value equity. The remainder are focused on short-duration income, municipal bonds and equity ETFs.
Over the course of his highly recognized investment career, Jack has worked at Kidder Peabody, where he was first introduced to the brokerage business, and at First Union in Philadelphia within its private client services office. He honed his portfolio management skills at Lehman Brothers, and more recently, at Credit Suisse/Wells Fargo. Jack joined J.P. Morgan Securities in 2018 to couple his differentiating capabilities with the intellectual capital, quality research and fortress balance sheet of one of the most renowned financial companies in the world.
A 1993 graduate of Rowan University in New Jersey, Jack holds a B.S. in Accounting and Finance, and also holds a certificate in financial planning from New York University.
