Josef Najar

Josef Najar is a Private Advisor and Managing Director at Rockefeller Global Family Office. Josef works closely with clients, and their tax and legal team, to create comprehensive investment solutions that align with personal and family goals. Focusing primarily on investment and risk management for the team’s clients, Josef oversees client portfolio asset allocations, investment selection processes, and the application of sophisticated option strategies customized to address personal behavioral investment biases. With the support of the team, Josef oversees the comprehensive recurring review of client portfolios relative to goals and benchmarks.

Prior to Rockefeller, Josef was a Managing Director at Morgan Stanley leading the Carrier Group – a Barrons ranked top advisory 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 firm’s fastest growing wealth advisory teams.

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 daughters, Georgina, and Vivian.