We no longer support this browser. Using a supported browser will provide a better experience.
Please update your browser.
Neil Canell 212.272.0777
Jay Canell 212.272.0888
Justin Dembo 212.272.0999
277 Park Avenue
New York, NY 10172
Welcome
At The Canell Group, our clients are highly accomplished individuals who have built successful businesses or productive careers. They have made a difference in their industries as well as their communities, and have accumulated considerable wealth in the process. They turn to us for help in handling their increasingly complicated investment and financial planning needs. Our goal is to make their lives simpler, taking on the complex task of managing their wealth.
We are Wealth Partners who take a holistic approach to wealth management. We take the time to learn our clients’ specific circumstances, concerns and aspirations in order to help them develop customized strategies to achieve their goals. We serve as our clients’ primary Financial Advisors, helping them use the resources at their disposal to support their vision, and to support the people and the causes that add meaning to their lives.
Services:
- Retirement Planning
- Structured Products
- Alternative Investments
- Asset Management
- Financial Planning
- Fixed Income
- Planning for Education Funding
- Professional Portfolio Management
- Wealth Management
Awards & Recognition1
Forbes
Best-In-State Wealth Advisors
2021 · 2020 · 2019
America's Top Wealth Advisors
2020 · 2019 · 2018 · 2016
Barron's
Top 1200 Advisors
2020 · 2016 · 2015 · 2013 · 2012 · 2011 · 2010 · 2009
Financial Times
Top 400 Financial Advisers
2018 · 2016 · 2013
Westfair Communications
Top Wealth Advisor in Fairfield and Westchester Counties
2019 · 2018
Meet Our Team
1.America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: 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 and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Awards or rankings are not indicative of future success or results.
Top Wealth Advisors are selected from honorees from leading industry publications Barron’s, Forbes and Financial Times that live or work in Westchester and Fairfield County. Awards or rankings are not indicative of future success or results. Awards or rankings are not indicative of future success or results.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home o es, regulatory disclosures, and the FT’s research. The listing refle ts each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Awards or rankings are not indicative of future success or results.
The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, egulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figu es often are influen ed more by clients’ risk tolerance than by an advisor’s investment- picking abilities. Awards or rankings are not indicative of future success or results.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
You're now leaving J.P. Morgan
J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name.
