Profiel
Mr. David Peltz is a Partner & Chief Executive Officer at Joel Isaacson & Co. LLC.
He works to provide clients with goal based solutions by delivering value across multiple disciplines.
Using his expertise in estate and tax planning and investment advice, he implements strategies that provide clients with tremendous value beyond just investment returns.
Mr. Peltz received his BS in Finance from Hofstra University.
He holds the Certified Financial Planner (CFP) designation and is an active member of the Financial Planning Association (FPA).
He is also a board member and the Treasurer of The Possibility Project, a strong example of embodying JICO philanthropic values and giving back to the community.
Actieve functies van David Peltz
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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. | Algemeen Directeur | - |
Opleiding van David Peltz
| Hofstra University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
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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 |