As the team leader, Josef Najar works closely with ultra-high net worth clients, their CPAs and attorneys to create highly customized, comprehensive wealth management plans. Josef focuses on wealth planning strategies, portfolio management and risk management. This includes overseeing all client portfolios, asset allocations and investment selection processes. A key element to the team’s investment approach includes the application of an equity option overlay strategy and a corporate credit portfolio which Josef runs along with the support of the team.
Prior to joining Morgan Stanley, Josef worked in the asset management divisions of Bank of New York and Goldman Sachs, and served as a Director at Credit Suisse, leading one of the top wealth management teams in the United States. Individually, Josef was named to On Wall Street's 2014 and 2015 Top 40 Advisors Under 40 list.
Josef received a B.A. from Hamilton College, studied financial markets at the London School of Economics, and went on to earn an MBA from the Stern School of Business at New York University. He lives in Manhattan with his wife, Celia, and two children: Georgina and Vivian.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures