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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.
The strong relationships Galit builds with her clients begin with a conversation to uncover their goals, income needs, time horizon, attitudes toward market volatility, and previous investment experience. Her conservative and transparent philosophy informs her investment style, and she constructs and manages equity and fixed income portfolios where downside protection is the cornerstone for delivering risk-adjusted returns in a prudent manner.
Offering sincere, personalized, and responsive service, Galit solidifies her client relationships by conveying the message that she will be their partner in their financial well-being. Galit’s work with foundations is inspired by her fervent belief in their mission, and is marked by volunteer work that often leads to board membership.
Galit was honored in 2021 by Forbes as a Best-in-State Wealth Advisor, in 2021 and 2020 by Forbes as a Top Women Wealth Advisor and in 2021, 2020, 2019, 2018 and 2017 by Working Mother magazine as one of the Top Wealth Advisor Moms.2
With more than 20 years experience in financial services, Galit is a wealth management veteran, establishing her career first at J.P. Morgan and later at Goldman Sachs & Co. and Neuberger Berman, where she oversaw customized portfolios for high-net-worth investors. She transitioned back to J.P. Morgan in 2014 in her present capacity.
Galit was born in Israel, and grew up in the New York City metropolitan area. She values education, and holds several degrees, including a Doctorate in Management and International Economics from Pace University. She also earned an M.A. degree in Organizational Leadership from Columbia University, an M.B.A. degree in Management from Baruch College, and a B.A. degree in English Literature from Rutgers University.
Passionate about education, Galit has taught at several institutions, most recently teaching an introductory business course at Columbia University.
Galit lives in New York City and Connecticut with her husband, Neil, and their three children, Rachel, Joshua, and Jacob, and is an active volunteer at her children’s schools. Having written her dissertation on “The Effect of Family Responsibilities on Working Mothers,” she has a number of women clients, and serves as a model of striking a good work-life balance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Awards or rankings are not indicative of future success or results.
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