Neil CanellNeil CanellManaging DirectorWealth Partner
LinkedInAwards and Industry Recognition
Barron's
Forbes
About Neil
Neil Canell is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Neil has been working in the financial advisory business for over 30 years. In addition to being extremely well-versed in all equity products, he focuses on the fixed income marketplace, specifically municipal and corporate bonds as well as taxable and tax-free bond funds. Neil coordinates client mortgages, debtrefinancing, HELOCs and credit line strategies in conjunction with a mortgage advisor. He is also The Canell Group's primary contact for its professional athlete and entertainment clientele.
Neil was selected as one of the 2022 J.P. Morgan Chairman's Award honorees. It's incredibly meaningful to be recognized by the firm's leaders for demonstrating exemplary leadership, collaboration, client engagement and community partnership. Neil joined J.P. Morgan in 2017 to offer his clients the boutique advisory environment and distinctive services available at the firm. He leverages the wide breadth of J.P. Morgan's industry-leading resources to help clients pursue their individualized financial goals. He received his B.A. from Lehigh University in 1989 and is FINRA Series 7, 31 and 63 securities registered.
A resident of Purchase, New York, Neil and his wife, Loren, have three children, Jordan, Charlie and Harper. He is an Advisory Board Member of the S.I. Newhouse School of Public Communications at Syracuse University and a member of the Foundation Board of White Plains Hospital.
Neil is also a founding board member of Summer Camp Opportunities to Promote Education (SCOPE), a nonprofit organization that provides children from underserved communities with life-changing opportunities through the experience of summer camp. Neil recently received the 2023 Ben Appelbaum Advocates for Youth Award in recognition of his work with SCOPE. Additionally, in April of 2024, Neil and his brother, Jay, were recognized by Lehigh University for their longstanding generosity and support towards the Men's Lacrosse Team, as evidenced by the naming of the Lehigh Men's Lacrosse Suite in their honor.
Additional leadership roles in the community include board membership for My Money Workshop, The Pediatric Cancer Foundation, where he was honored in 2017 as Co-Person of The Year, and The Athletes vs. Crohn's & Colitis Organization. Additionally, Neil serves on the board of Harrison's Varsity Lacrosse and Harrison's Youth Lacrosse (HYL) program.
Insights
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now