Joseph GorelJoseph GorelSenior Client Associate
About Joseph
Joseph Gorel is a Senior Client Associate at J.P. Morgan Wealth Management.
Joseph joined Burns Wealth Management Group in 2025 and is a member of the group’s investment team. Joesph assists with investment due diligence, trade executions and account servicing. His deep skillset also includes relationship development, market intelligence and operational excellence. Prior to joining J.P. Morgan, Joseph was at UBS Private Wealth Management.
Joseph graduated from Florida State University with a B.S. Degree in Finance. His dedication to professional growth is evidenced by his Series 7, Series 66, and SIE licenses, as well as his certification as a Microsoft Office expert with a focus on Excel.
Beyond his professional experience, Joseph’s achievements include being an Eagle Scout and receiving the Evan Kaufman Kavod Award from the Mandel Jewish Community Center.
He is committed to providing all clients with a personalized, outstanding wealth management experience. Joe leads by example with hard work, integrity and a team-first mindset, which are qualities he also demonstrates out of the office as a regular flag football and beach volleyball player.
Insights
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now