Profiel
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.
Actieve functies van Joel Scott Isaacson
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Oprichter | 01-05-1993 |
| National Association of Personal Financial Advisors | Directeur/Bestuurslid | 11-03-2016 |
| AHRC New York City Foundation, Inc. | Voorzitter | 26-06-2019 |
Opleiding van Joel Scott Isaacson
| Lehigh University | Undergraduate Degree |
| Golden Gate University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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. |
