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