Josh Gully

Josh Gully

Formal First Name
Joshua (Josh)
1965 - present

Joshua Gully, Managing Director and Private Wealth Advisor of The Gully/Schwarz Group at Morgan Stanley, has been in the financial services industry for over 35 years. He specializes in the development and implementation of multi-asset class investment portfolios, and leverages Morgan Stanley’s open architecture to source world-class managers in the fields of equity, fixed income, and alternative asset classes. Prior to joining Morgan Stanley in 1992, he was a fixed income specialist at Salomon Brothers where he covered some of the largest institutions through his vast knowledge in economics and capital markets. Throughout his career, Josh has been consistently recognized as a top advisor by leading financial publications such as Forbes, Barron's, and Financial Times. He was also a part of the boards of The Kent Place School, The Summit Lacrosse Club, and Cornell University's Athletic Advisory Board.

Professional Experience

Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2019–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Barron's Top 1,200 Financial Advisors, 2010–2020
  • Financial Times Top 400 Financial Advisors, 2018–2019

Community Involvement