Profil
Mr. Joel S.
Isaacson is a Chairman at AHRC New York City Foundation, Inc. and a Founder, Chairman & Chief Investment Officer at Joel Isaacson & Co. LLC.
He is on the Board of Directors at National Association of Personal Financial Advisors.
Mr. Isaacson is the former Chairman and former President of the New York Chapter of the International Association for Financial Planning (now the FPA), a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants, Estate Planning Council, and served previously on the Board of Directors of the National Association of Personal Financial Advisors.
He received his undergraduate degree from Lehigh University and an MBA from Golden Gate University.
Postes actifs de Joel Scott Isaacson
| Sociétés | Poste | Début |
|---|---|---|
Joel Isaacson & Co. LLC
 Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Fondateur | 01/05/1993 |
| National Association of Personal Financial Advisors | Directeur/Membre du Conseil | 11/03/2016 |
| AHRC New York City Foundation, Inc. | Président | 26/06/2019 |
Formation de Joel Scott Isaacson
| Lehigh University | Undergraduate Degree |
| Golden Gate University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Joel Isaacson & Co. LLC
Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Finance |
| National Association of Personal Financial Advisors | |
| AHRC New York City Foundation, Inc. |
