Practical analysis for investment professionals

Galit Ben-Joseph

2 Posts


Galit Ben-Joseph, CFP®, is an executive director and wealth advisor with J.P. Morgan Wealth Management. She provides investment management services to a varied client base, including high-net-worth individuals, professional services practitioners, small business owners, and foundations. Ben-Joseph was born in Israel and grew up in the New York City metropolitan area. She is passionate about education and holds several degrees, including a doctorate in management and international economics from Pace University. Ben-Joseph also earned an MA in organizational leadership from Columbia University, an MBA in management from Baruch College, and a BA in English literature from Rutgers University. She has taught at several institutions, most recently an introductory business course at Columbia University. Ben-Joseph lives in New York City and Connecticut with her husband, Neil, and their three children, Rachel, Joshua, and Jacob. She is an active volunteer at her children’s schools. Having written her dissertation on “The Effect of Family Responsibilities on Working Mothers,” Ben-Joseph has a number of women clients, and serves as a model for striking a good work-life balance. She was honored by Forbes in 2021 as a Best-in-State Wealth Advisor, and in 2022, 2021, and 2020 as a Top Women Wealth Advisor. She was also recognized in 2020, 2019, 2018, and 2017 by Working Mother magazine as one of the Top Wealth Advisor Moms. Ben-Joseph has also earned the CFP® certification.

Author's Posts
How to Talk to Clients about Inflation

Clients have concerns about inflation. Here are a few tips to approach these conversations.

The Financial Adviser Value Proposition: The Five Components

What can we do for our clients that they can’t do on their own? What can make us better at managing their money than they are?

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.