Galit Ben-JosephGalit Ben-Joseph, CFP®, AIF®Managing DirectorWealth Partner
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Forbes
Working Mother
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
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
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 NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
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
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
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowJ.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’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 NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowThe 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 NowFamily 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 NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now