Ben SchumanBen SchumanWealth Advisor
About Ben
Ben Schuman is a Wealth Advisor at 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
Are Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read Now
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read Now
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read Now
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowAre Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowWhat risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now