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Noah H

CFA®, Series 63

New York City, NY

J. Safra Asset management Corporation

Noah Harris is a CFA® charterholder with eight years of industry experience. He is currently an advisor at J. Safra Asset Management Corporation, where he has worked since 2016, including a prior tenure from 2016 to 2018 and a return in 2022. Before that, he was with Suntrust Advisory Services, Inc. from 2018 to 2022. J. Safra Asset Management Corporation provides portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and other institutions. The firm utilizes a combination of fundamental security analysis and macroeconomic assessment to manage a diverse range of investment products, including equities, fixed income, and alternative assets.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Gabriel M

Series 66

New York City, NY

J. Safra Asset management Corporation

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Morato has held various roles at Villanova University and Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment process integrates fundamental security analysis with macroeconomic assessment and uses third-party managers and model providers to implement strategies.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Sion H

Series 65

New York City, NY

J. Safra Asset management Corporation

Sion Harari is a Series 65 credentialed advisor at J. Safra Asset Management Corporation with three years of industry experience. Before joining J. Safra, Harari spent time in academia and took two sabbaticals. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a combination of fundamental analysis, macroeconomic assessment, and tactical positioning, using both model-driven managed accounts and direct advisory services.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Michael R

CFP®, Series 63, Series 66

New York City, NY

J. Safra Asset management Corporation

Michael Ruzhansky is a CFP®-certified financial advisor at J. Safra Asset Management Corporation with 15 years of industry experience. His prior roles include positions at Citigroup, Mass Mutual Investors Services, AXA Advisors, and J. Safra Inc. He has also been involved with SkyTax Advisors, LLC and Zeiders Enterprises. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment approach integrates fundamental security analysis with macroeconomic assessment and tactical positioning, utilizing both in-house models and third-party managers.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Joshua K

Series 65

New York City, NY

J. Safra Asset management Corporation

Joshua Kang is a financial advisor at J. Safra Asset Management Corporation in New York City with one year of industry experience. He holds the Series 65 designation and previously worked at Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and pooled vehicles. The firm employs a blend of fundamental security analysis and macroeconomic assessment, utilizing third-party managers and model providers to implement investment strategies.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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