New York City, NY logo

New York City, NY Office

Team
Updated today
J. Safra Asset management Corporation logo

J. Safra Asset management Corporation

Multi-team

Firm-wide stats for J. Safra Asset management Corporation

Total advisors

9

Across 3 offices

Clients per advisor

375 Very High

Avg AUM per client

$1,697,438 High

HNW client ratio

91% Very High

About

J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies (UMAs and SMAs), fund investment management and institutional investment consulting to individuals, high‑net‑worth clients, corporations, private pooled vehicles and other U.S. and international institutions. The firm advises on a broad set of investments — equities, fixed income, exchange traded products, mutual funds and alternative assets — and offers both model-driven managed accounts and direct advisory services.

JSAM’s investment process combines fundamental, security‑level analysis with macroeconomic assessment and tactical positioning, and it routinely uses third‑party managers and model providers to implement strategies. The firm also serves as an investment manager and sponsor for private funds, including fund‑of‑one structures and other pooled vehicles, and provides research and consulting to affiliated institutions.

JSAM is affiliated with Safra National Bank of New York and Safra Securities LLC (and an affiliated insurance agency), and the brochure discloses that the bank is a primary custodian and a source of client referrals under written agreements while the broker‑dealer is used for execution. With roughly $6.26 billion in assets under management serving about 3,374 clients with nine listed advisors, the firm shows an unusually high client‑per‑advisor ratio and a notable international client presence versus peers, and the brochure does not describe standalone financial planning services.

Based on J. Safra Asset management Corporation

Expertise

Private / alternative investments Active portfolio management Concentrated stock management

Based on J. Safra Asset management Corporation

Occupation focus

Founder/Business Owner Executive

Based on J. Safra Asset management Corporation

Location

546 Fifth Avenue

New York City NY 10036

Advisors at this office

5

Advisors at this office

user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)