Ben SchumanBen SchumanWealth Advisor
About Ben
Ben Schuman is a Wealth Advisor with J.P. Morgan Wealth Management.
Ben delivers high-touch, tailored advisory services to individuals, families, professionals, and business owners, helping them manage, grow, and preserve their wealth. His guidance spans wealth strategy, investment and asset management, lending, and estate planning, integrated around each client’s goals and evolving needs.
Ben takes a straightforward, collaborative approach and is highly accessible to his clients. His disciplined, pragmatic perspective helps clients work through complex decisions with clarity and confidence.
Ben began his career at CIT Group in 2018, focusing on middle market credit lending within the Leveraged Debt Capital Markets group, and later joined Prospect Capital Management, where he evaluated and executed private credit investments. He spent six years in the direct lending industry before moving into an advisory role. Most recently, at LifeSci Advisors, he advised healthcare executives and investors, including family offices, high-net-worth individuals, and hedge funds, before joining The Yamin Group at J.P. Morgan in 2026.
Ben earned a B.B.A. in Finance and Marketing from the University of Miami Herbert Business School, graduating cum laude.
Insights
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
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If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
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The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowIs the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowBusiness succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowWhere to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowWhat motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now