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
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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?
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