![David Peltz](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. 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.
Actieve functies van David Peltz
| 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. | Algemeen Directeur | 01-02-2020 |
Opleiding van David Peltz
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
23
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 |
Hofstra University
 Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
