Joseph Grunfeld

Joseph Grunfeld is a prominent Private Wealth Advisor and Managing Director at Merrill Private Wealth Management, based in New York City. He specializes in serving ultra-affluent clients, including business owners, corporate executives, family offices, and foundations. His expertise encompasses a wide range of financial services such as investment management, strategic philanthropy, and intergenerational wealth transfer.1

Background and Experience:
Grunfeld was raised by Holocaust survivors who instilled in him the values of hard work and entrepreneurship. This upbringing influenced his career path, leading him to focus on the financial needs of high-net-worth individuals and families. His team is known for its collaborative approach, leveraging the resources of a global financial institution to create customized financial strategies that reflect clients' unique goals.1

Professional Qualifications:
He holds the Certified Exit Planning Advisor (CEPA) designation and has been with Merrill Lynch since 1994. Grunfeld's extensive experience in wealth management allows him to navigate the complexities associated with significant wealth effectively.23

Personal Interests:
Outside of his professional life, Joseph enjoys spending time with his wife and four daughters. He also has a passion for live music, playing the harmonica, and exploring culinary experiences.