Matthew Bromberg
Phone:
(212) 503-2465(212) 503-2465
Morgan Stanley Private Wealth Management
Galit Ben-Joseph, CFP®
Managing Director,
Private Wealth Advisor
Direct:
(212) 503-2464(212) 503-2464
Industry Award WinnerMy Mission Statement
Helping my clients achieve their goals by providing them with comprehensive, easy to understand investment advice.
ABOUT GALIT
With more than 20 years of experience in financial services industry, Galit has grown her practice by developing strong relationships with her clients built on a foundation of trust and high touch service. Galit prides herself on being a complete resource to her clients, going above and beyond to deliver a comprehensive plan that takes in to account any goals or aspirations clients have. Galit empowers her clients through education, simplifying complex financial concepts and communicating it to clients in ways that make sense to them. Above all, Galit is driven by truly making a difference in the lives of those she supports.
Over the course of her career Galit has built an extensive network of specialists that she consults for expert advice from trust and estate lawyers, CPA’s, insurance professionals and real estate agents. Attention to detail, availability and white glove service are the cornerstones of Galit’s practice. With the support of her team in tandem with the best-in-class resources from the firm, Galit provides clients with an exceptional client service experience.
Galit was born in Israel and grew up in New York City. Throughout her career she has held various roles on Wall Street which has allowed to her to gain a deep understanding of many different asset classes. Galit is devoted to education and holds several different degrees, including a Doctorate in Management and International Economics from Pace University, an M.A. in Organizational Leadership from Columbia University, an M.B.A. in Management from Baruch College and a B.A. in English Literature from Rutgers University. She has also been an adjunct business professor at Columbia University for the past 10 years.
Galit lives in New York City, Connecticut and Florida with her husband and three children. Outside of work she enjoys fitness, nutrition and spending time outdoors. She is passionate about women who are pursuing careers in the financial services industry.
Over the course of her career Galit has built an extensive network of specialists that she consults for expert advice from trust and estate lawyers, CPA’s, insurance professionals and real estate agents. Attention to detail, availability and white glove service are the cornerstones of Galit’s practice. With the support of her team in tandem with the best-in-class resources from the firm, Galit provides clients with an exceptional client service experience.
Galit was born in Israel and grew up in New York City. Throughout her career she has held various roles on Wall Street which has allowed to her to gain a deep understanding of many different asset classes. Galit is devoted to education and holds several different degrees, including a Doctorate in Management and International Economics from Pace University, an M.A. in Organizational Leadership from Columbia University, an M.B.A. in Management from Baruch College and a B.A. in English Literature from Rutgers University. She has also been an adjunct business professor at Columbia University for the past 10 years.
Galit lives in New York City, Connecticut and Florida with her husband and three children. Outside of work she enjoys fitness, nutrition and spending time outdoors. She is passionate about women who are pursuing careers in the financial services industry.
AL, AK, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, ME, MD, MA, MI, MS, MO, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SD, TN, TX, UT, VT, VA, WA, WI, WY; General Securities Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
MANAGING FAMILY WEALTH
I am able to address different aspects of your family's financial picture to help mitigate taxes and transfer your wealth to those you love most.
Estate Planning
I work with you to explore factors that are relevant to existing or future estate structures. We will discuss different tax and estate planning strategies and collaborate with your external tax and legal advisors to create a plan that reflects your desires during and after your lifetime.
Family Office Capabliities
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
Wealth Education for the Next Generation
Financial literacy means being equipped with the knowledge to help make smart financial decisions during every stage of your life. Educating your children today can help you set the next generation up for future success.
Tax Managed Investing
Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.
Cybersecurity
Your security is my top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security.
Philanthropic Planning
Many of us prefer to combine our support for the causes and people we care about with a desire to save on taxes. Fortunately, there are strategies that may help us accomplish both. Whether you want to donate to charity or invest in a loved-one's future, consider these tax‐smart ways to help make your giving go further.
Location
55 E 52nd
28th Floor
New York, NY 10055
US
Direct:
(212) 503-2464(212) 503-2464
Meet My Team
About Matthew Bromberg
As a valuable member of Galit’s team, Matthew is responsible for handling all client services needs. He is passionate about providing exceptional client service and takes pride in being available to assist clients with anything from their day-to-day needs to their broader life goals.
Matthew Graduated from Syracuse University with a B.S. in Finance and Accounting and began his career in the financial services industry in 2022. He holds his series 7 and 66 licenses.
Outside of work Matthew enjoys skiing, traveling, and spending time with his Siberian husky named Nelson. Matthew comes from a large family and values the time he gets to spend with his loved ones during vacations and holidays.
Matthew Graduated from Syracuse University with a B.S. in Finance and Accounting and began his career in the financial services industry in 2022. He holds his series 7 and 66 licenses.
Outside of work Matthew enjoys skiing, traveling, and spending time with his Siberian husky named Nelson. Matthew comes from a large family and values the time he gets to spend with his loved ones during vacations and holidays.
Awards and Recognition
Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
Forbes America's Top Women Wealth Advisors
2020-2022 Forbes America's Top Women Wealth Advisors (formerly referred to as Forbes Top Women Wealth Advisors) Source: Forbes.com (Awarded 2020-2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in September of year prior to the issuance of the award.
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
2017-2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms Source: Workingmother.com (Awarded October 2017-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
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Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)
