Neil CanellNeil Canell
Managing Director
Wealth Partner

Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021
Top 1200 Advisors
2022.2021 • 2020 • 2016

Forbes

America’s Top Wealth Management Teams
2022
Best-In-State Wealth Advisor
2022 • 2021 • 2020 • 2019
America's Top Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2016

About Neil

Neil has been working in the financial advisory business for over 30 years. In addition to being extremely wellversed 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, debt-refinancing, 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. 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. Additional leadership roles in the community include board membership for My Money Workshop, The Pediatric Cancer Foundation and The Athletes vs. Crohn's & Colitis Organization. Neil serves on the board of Harrison's Varsity Lacrosse and Harrison's Youth Lacrosse (HYL) programs. He is involved in helping to raise money for various local hospitals.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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