Before joining Rockefeller, Josh was a member of AllianceBernstein’s Private Wealth practice in Boston, Massachusetts. Prior to his time at Bernstein, Josh worked as a Financial Planner in the Family Office at Ayco, a Goldman Sachs Company.
Josh graduated from SUNY Oneonta with a B.S in Business Economics and holds the CERTIFIED FINANCIAL PLANNERâ„¢ designation.
Josh and his wife Kristi live in Palo Alto, California. He enjoys golf, skiing, and playing basketball in his free time.
Josh Murray is a Sr. Vice President and Private Advisor within Rockefeller Capital Management’s Global Family Office. He specializes in tax planning, estate planning, and investment management, and provides a suite of family office services aimed to assist ultra-high net worth individuals, families, and foundations alleviate the burden of complexity that comes with generational wealth.
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