Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021

About Stephen

As a member of The Canell Group, he takes a detailed approach to discover and analyze a client's income, risk tolerance and lifestyle objectives to create a comprehensive financial picture. Stephen and the team provide financial strategies, solutions and first-class client service for professional athletes and entertainers, high-net-worth individuals and sophisticated clients. He invests time upfront to truly understand individualized needs, goals, ambitions and aspirations when building new and developing existing customer relationships. He works diligently to deliver an excellent customer experience.

In 2021, The Canell Group was named a Barron's Top 100 Private Wealth Management Team.1

Stephen graduated from Franklin and Marshall College with a B.A. in Economics and is FINRA Series 7 licensed. He began his career at J.P. Morgan in 2020 and is drawn to his team's stellar reputation and executional platforms. During his time in college, Stephen's passion and drive for a career in Wall Street allowed him to access internship opportunities which exposed him to conducting analytical reviews for both current and future allocation alternatives. Stephen was a two-time Captain of his college golf team and enjoys spending time on the course with his family and friends.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(212) 272-0446stephen.j.nicholas@jpmorgan.com