BEN MAYO

Ben Mayo is a Wealth Advisor with J.P. Morgan Wealth

Management.

As a member of The Canell Group, he provides

holistic financial planning services for high-net-worth

individuals, corporate executives, start-up founders and

clients approaching retirement.

Drawing on his experience in wealth management,

Ben is adept at addressing the opportunities and

complexities that often accompany significant

accomplishment.

He believes that each client presents a highly

personalized scenario—whether they seek

diversification out of a concentrated position, income

generation, capital preservation, are facing a liquidity

event or wish to secure the financial future for the next

generation.

Ben takes an attentive approach and invests time

upfront to truly understand individualized needs, goals,

ambitions and aspirations. He pays particular attention

to a client’s income and lifestyle requirements, risk

tolerance and time horizons to create a comprehensive

financial picture. Ben leverages these insights and the

intellectual capital and resources of J.P. Morgan, one of

the largest and most renowned financial firms in the

world, to deliver tailored strategies and allocations. He

provides access to the firm’s wide array of products and

services—trust and estate strategies, philanthropy ideas,

pension plans, credit, lending and mortgages—to help

holistically care for the totality of each client’s needs.

Always driven toward a career on Wall Street, Ben

earned a B.S. in Finance at Lehigh University. Committed

to giving back, he has served as a mentor for the Bigs

and Littles NYC organization, helping underprivileged

high school students with financial literacy and college

planning. Ben has also been an active member of the

Wall Street Council for Lehigh’s Business School since

graduation.

Ben is an avid golfer, enjoys traveling, and loves spending

time with his family and friends. He currently resides in

New York City with his wife, Brianna, and their dog, Jax.

Ben Mayo is a Wealth Advisor with J.P. Morgan Wealth

Management.

As a member of The Canell Group, he provides

holistic financial planning services for high-net-worth

individuals, corporate executives, start-up founders and

clients approaching retirement.

Drawing on his experience in wealth management,

Ben is adept at addressing the opportunities and

complexities that often accompany significant

accomplishment.

He believes that each client presents a highly

personalized scenario—whether they seek

diversification out of a concentrated position, income

generation, capital preservation, are facing a liquidity

event or wish to secure the financial future for the next

generation.

Ben takes an attentive approach and invests time

upfront to truly understand individualized needs, goals,

ambitions and aspirations. He pays particular attention

to a client’s income and lifestyle requirements, risk

tolerance and time horizons to create a comprehensive

financial picture. Ben leverages these insights and the

intellectual capital and resources of J.P. Morgan, one of

the largest and most renowned financial firms in the

world, to deliver tailored strategies and allocations. He

provides access to the firm’s wide array of products and

services—trust and estate strategies, philanthropy ideas,

pension plans, credit, lending and mortgages—to help

holistically care for the totality of each client’s needs.

Always driven toward a career on Wall Street, Ben

earned a B.S. in Finance at Lehigh University. Committed

to giving back, he has served as a mentor for the Bigs

and Littles NYC organization, helping underprivileged

high school students with financial literacy and college

planning. Ben has also been an active member of the

Wall Street Council for Lehigh’s Business School since

graduation.

Ben is an avid golfer, enjoys traveling, and loves spending

time with his family and friends. He currently resides in

New York City with his wife, Brianna, and their dog, Jax.