David Peltz

Directeur Général chez

Joel Isaacson & Co. LLC

Finance

Consumer Services

Profil

Mr. David N.
Peltz is a Chief Executive Officer, Chief Investment Officer & Partner at Joel Isaacson & Co. LLC.
He began his career at the firm in 2003 as an Associate Advisor and steadily ascended through the organization, developing expertise in estate, tax, and investment planning.
He is an active member of the Financial Planning Association (FPA).
He is also a board member of The Possibility Project.
He received his BS in Finance from Hofstra University and a Certificate in Financial Planning from NYU.
He holds the Certified Financial Planner designation.

Postes actifs de David Peltz

Sociétés	Poste	Début
Joel Isaacson & Co. LLC Joel Isaacson & Co. LLC Investment ManagersFinance JIC typically recommend the investment of client portfolios in mutual funds, exchange traded funds (ETFs) and private investment funds. The firm's investment strategies are primarily long-term in scope. Recommendations for the short-term are generally limited to cash equivalents and money market funds.	Directeur Général	01/02/2020

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Entreprise privées	2
Joel Isaacson & Co. LLC Joel Isaacson & Co. LLC Investment ManagersFinance JIC typically recommend the investment of client portfolios in mutual funds, exchange traded funds (ETFs) and private investment funds. The firm's investment strategies are primarily long-term in scope. Recommendations for the short-term are generally limited to cash equivalents and money market funds.	Finance
Hofstra University Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services