Galit Ben-JosephGalit Ben-Joseph, CFP®Executive DirectorWealth Advisor
LinkedInAwards and Industry Recognition
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™ 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
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now