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Neil CanellNeil CanellManaging DirectorWealth Partner
Awards and Industry Recognition
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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
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Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
Insight 7: Develop a capable and committed rising generation
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
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Insight 5: Continually evolve and renew the ownership portfolio
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July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now![](http://dynl.mktgcdn.com/p/v90gkibNZ87oVw2Sp9NkX-R7n8n3K9ZjoahRG3OCFBQ/1440x810.jpg)
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now![](http://dynl.mktgcdn.com/p/fgh6-C8oTW32reZr0YP-2Ctp4ql6Wpw_-7_U40yPlIM/1440x810.jpg)
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
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Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now![](http://dynl.mktgcdn.com/p/r4eEHCH5T79DyL9VetzrzmOLnk7BL3rhpUKzmTsjKbQ/1440x810.jpg)
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now![](http://dynl.mktgcdn.com/p/OFzqG5YNY5esDMPYHnPSgwggtyqKDCQCuvUiDR3x3iA/1440x810.jpg)
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)