Awards and Industry Recognition

Forbes

Top 100 Women Wealth Advisors
2022 • 2021 • 2020
Top Wealth Advisors Best-In State
2021
Top Women Wealth Advisors Best-In State
2024 • 2023 • 2022

Working Mother

Top Wealth Advisor Moms
2021 • 2020 • 2019 • 2018 • 2017

About Galit

Galit Ben-Joseph is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

Galit provides investment management services to high-net-worth individuals and their families, professional services practitioners, small business owners and foundations. With more than 20 years of experience in financial services, she is a wealth management veteran, published author and sought-after speaker:

Recent publications

• Planning In Uncertain Times, ForbesWomen, October 4, 2022

• How to Talk to Clients about Inflation, CFA Institute Enterprising Investor, September 6, 2022

•The Financial Adviser Value Proposition: The Five Components, CFA Institute Enterprising Investor, June 28, 2022

Speaking Engagements

• Barron's Advisor Women Summit: Keeping Perspective—Putting Your Family First, Business Second, 2022

• West Point: National Conference on Ethics in America: Followership and Ego Management, 2022

• Invest in your Future: Investing 101 with JPMorgan Chase & Co., Rutgers University, 2022

Industry Events

• Building Options for Budding Bankers - JPMorgan Chase

Teaching Positions

• Yeshiva University, Clinical Assistant Professor

• Columbia University, Adjunct Assistant Professor

Over the course of Galit's career, she has worked at J.P. Morgan, Goldman Sachs and Neuberger Berman. She holds the CERTIFIED FINANCIAL PLANNER™ and the Accredited Investment Fiduciary® designations.

Originally from Israel, Galit 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. She also earned an M.A. in Organizational Leadership from Columbia University, an M.B.A. in Management from Baruch College and a B.A. in English Literature from Rutgers University.

Galit lives in New York City and Connecticut with her husband, Neil, and their three children, Rachel, Joshua and Jacob. She wrote her dissertation on "The Effect of Family Responsibilities on Working Mothers" and acts as a role model for women seeking to balance their work and personal lives.

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.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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