![Brian Cummins](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Brian D.
Cummins is a Managing Director at Joel Isaacson & Co. LLC.
He began his career at the firm in 2007.
He focuses on providing comprehensive financial planning advice for high net worth individuals and their families.
His areas of expertise include investment planning, company stock award management, and estate planning strategies.
He is also a member of the firm’s Investment Committee.
He is an active member of the Financial Planning Association
Mr. Cummins previously served on the Board of Directors for the New York chapter.
He received his BBA in Corporate Finance from The City University of New York – Queens College.
He earned his certificate in Financial Planning through the College for Financial Planning and Baruch College.
Actieve functies van Brian Cummins
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-01-2007 |
Opleiding van Brian Cummins
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
5
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
City University of New York
 City University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
