Galit Ben-JosephGalit Ben-Joseph, CFP®, AIF®Executive DirectorWealth Advisor
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Forbes
Working Mother
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® professional 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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
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January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now