Joseph Grunfeld

Joseph Grunfeld is a top wealth advisor who has made a name for himself by working with some of the wealthiest American families. Raised by Holocaust survivors who emigrated to the United States with dreams of better opportunities for their children, he learned the value of hard work and entrepreneurship by watching his father build his butcher business in Harlem. Today, he specializes in working with business owners and entrepreneurs as well as individuals, families, corporate executives, family offices, hedge fund principals, foundations, and endowments. He is a Private Wealth Advisor and Managing Director of Wealth Management at Merrill Private Wealth Management. His team's strength lies in their ability to address the complex financial requirements of the ultra-affluent, and they assist clients with a wide range of initiatives including investment management, market-linked securities and customized derivative strategies, concentrated stock management, strategic philanthropy, banking and lending, intergenerational wealth transfer, as well as guidance during change of circumstance and liquidity events. Grunfeld's personal passions include his wife and four daughters, live music, playing the harmonica, wine, and food.