Josh Gully

Josh specializes in the wealth management needs of exceptionally accomplished entrepreneurs, private investors, family offices, and multi-generational families. He advises his clients on how to best meet their investment needs, philanthropic goals, and lifestyle objectives. Josh 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, Josh was a Managing Director and Private Wealth Advisor at Morgan Stanley for thirty years. By placing his clients first, Josh has earned recognition from prominent publications such as Barron’s, Forbes, and the Financial Times as one of the top advisors in the country on an annual basis for the past fifteen years. Additionally, Josh was the senior founding member of a team that was recently ranked by Barron’s as the 9th best Private Wealth Management team in the country for their ability to provide exceptional service, content, and investment performance for their clients.

Josh graduated from Cornell University with a B.S. in economics and NYU Stern School of Business with an MBA in finance. Josh and his wife live in Summit, NJ, and Naples, FL. They have two grown children. In his spare time, he enjoys cycling, hiking, skiing, and horticulture.