Josh Gully
Josh Gully is a Managing Director at NewEdge Wealth, where he plays a key role in cultivating client relationships and driving the growth of the firm’s assets under management. With more than 35 years of experience in the financial services industry, he specializes in addressing the complex wealth management needs of accomplished entrepreneurs, private investors, family offices, and multi-generational families. His approach integrates sophisticated portfolio construction with personalized financial guidance, allowing clients to navigate wealth transfer, tax efficiency, and risk management with confidence. Before joining NewEdge Wealth, Gully served as a Managing Director and Private Wealth Advisor at Morgan Stanley, where he advised high-net-worth and ultra-high-net-worth households. Over the course of his career, he has been consistently recognized as a top financial advisor by leading industry publications including Barron’s, Forbes, and the Financial Times, underscoring his reputation as a trusted expert in wealth management.
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
Josh Gully has worked closely with venture capitalists, business owners, private equity founders, and corporate executives, advising on complex financial decisions across business cycles and market environments.
He developed deep experience in advanced wealth structuring, designing customized investment solutions tailored to the unique needs of high-net-worth individuals and families.
His work spans tax-efficient portfolio planning, liquidity event strategies, intergenerational wealth transfer, and alternative investment allocation.
During his tenure at Morgan Stanley, Gully specialized in building and implementing multi-asset class portfolios through an open-architecture framework.
He sourced leading managers across equity, fixed income, and alternative asset classes, ensuring clients had access to institutional-quality investment opportunities.
Before Morgan Stanley, Gully served as a Fixed Income Specialist at Salomon Brothers, where he covered major institutional clients.
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