Josh Gully
Josh Gully is Managing Director NewEdge Wealth, responsible for fostering client relationships and expanding the firm’s assets under management. Through advanced wealth strategy techniques, he advises clients on how to best seek to meet their investment needs, philanthropic goals, and lifestyle objectives. Gully has worked in the financial services industry for over 35 years, specializing in the wealth management needs of accomplished entrepreneurs, private investors, family offices, and multi-generational families. He has extensive experience with advanced wealth structuring techniques and creates customized investment solutions to meet the needs of his clients. Prior to joining NewEdge Wealth, he was a Managing Director and Private Wealth Advisor at Morgan Stanley. Throughout his career, Gully has been recognized as a top advisor by prominent publications such as Barron’s, Forbes, and the Financial Times.
Josh Gully Professional Experience / Academic History
Professional Experience
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Managing Director
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Managing Director and Private Wealth Advisor
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Vice President and Fixed Income Specialist
Academic History
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M.B.A., Finance
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B.S., Economics and Finance
EARLY CAREER
Gully has worked with venture capitalists, business owners, private equity founders and corporate executives.
He has extensive experience with advanced wealth structuring techniques and creates customized investment solutions to meet the needs of his clients.
At Morgan Stanley, he specialized in the development and implementation of multi-asset class investment portfolios and open architecture to source world-class managers in the fields of equity, fixed income, and alternative asset classes.
He was a Fixed Income Specialist Salomon Brothers, where he covered some of the largest institutions through his vast knowledge in economics and capital markets.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2019–2021
Forbes Best-in-State Wealth Advisors, 2018–2021
Barron's Top 1,200 Financial Advisors, 2010–2021
Financial Times Top 400 Financial Advisors, 2018–2019
COMMUNITY INVOLVEMENT
Board Member, The Kent Place School
Board Member, The Summit Lacrosse Club
Board Member, Cornell University's Athletic Council