Awards and Industry Recognition

Forbes

Top 100 Women Wealth Advisors
2022 • 2021 • 2020
Top Wealth Advisors Best-In State
2025 • 2021
Top Women Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022

Working Mother

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

About Galit

Galit Ben-Joseph is a Managing Director and Wealth Partner at 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.

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.

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

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

Markets

What’s on the horizon for the new House reconciliation bill?

May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Family Legacy

The value of family engagement and governance in wealth planning

May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
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