Benjamin Mayo
I take an attentive approach and invest time upfront to truly understand individualized needs, goals, ambitions and aspirations.

Benjamin Mayo

Financial Advisor

Benjamin Mayo is a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. As a member of The Canell Group, he provides holistic financial planning services for high-net-worth individuals, corporate executives, professional athletes, entertainers and clients approaching retirement.

Drawing on his experience in wealth management, Ben is adept at addressing the opportunities and complexities that often accompany significant accomplishment. He believes that each client presents a highly personalized scenario—whether they seek diversification out of a concentrated position, income generation, capital preservation, are facing a liquidity event or wish to secure the financial future for the next generation.

Ben takes an attentive approach and invests time upfront to truly understand individualized needs, goals, ambitions and aspirations. He pays particular attention to a client’s income and lifestyle requirements, risk tolerance and time horizons to create a comprehensive financial picture. Ben leverages these insights and the intellectual capital and resources of J.P. Morgan, one of the largest and most renowned financial firms in the world, to deliver tailored strategies and allocations. He provides access to the firm’s wide array of products and services—trust and estate strategies, philanthropy ideas, pension plans, credit, lending and mortgage—to help holistically care for the totality of each client’s needs.

Ben prides himself on being directly available to his clients, backed by the support of The Canell Group, whose founders were recently honored as two of Forbes' America’s Top Wealth Advisors.1 As a testament to his client-focused approach, Ben was honored by Forbes as one of America’s Top Next-Gen Wealth Advisors in 2017.2

He works seamlessly alongside external accountants and lawyers, and taps his professional network to build strong relationships with investors. Ben finds the most rewarding part of his role is to work with individuals to help them grow their investments and pursue their goals.

Always driven toward a career on Wall Street, he earned a B.S. in Finance at Lehigh University. While in college, his internship opportunities exposed him to investment banking, asset management and endowment funds. Committed to giving back, he has served on the board of the FIDF Young Leadership Organization for the past two years and chairs its Investment Committee. He has been an active member of the Wall Street Council for Lehigh’s Business School since graduation. He currently resides in the Murray Hill section of New York City and enjoys sporting events, traveling and spending time with family and friends.

Accolades2

  • America’s Top Next-Gen Wealth Advisors, Forbes, 2019, 2017
Forbes-SR-NextGen-Best-In-State-WealthAdvisors-2019

1Forbes Top 200 Wealth Manager Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.

2SHOOK Research considered advisors born in 1980 or later with a minimum four years relevant experience. Ranking algorithm is based on qualitative and quantitative measures derived from interviews and surveys, and quantitative criteria, such as AUM and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.

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