Josh Gully, formerly an executive with Morgan Stanley, has been appointed managing director of NewEdge Wealth, a financial services firm based in Stamford, Conn., NewEdge announced today.
Gully will be responsible for fostering client relationships and expanding assets under management at NewEdge, which is an RIA that specializes in servicing the needs of ultra-high-net-worth families, family offices and institutional clients.
Gully, who has been in the financial services industry for more than 35 years, most recently was a managing director and private wealth advisor at Morgan Stanley. He was previously named to Barron's Top 50 Private Wealth Advisory Teams, Barron's Top 100 Financial Advisors in America, and Forbes America's Top 250 Wealth Advisors.
He specializes in the wealth management needs of accomplished entrepreneurs, private investors, family offices, and multi-generational families.