Posizioni attive di Joel Scott Isaacson
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Presidente | 01/02/2020 | - |
Direttore degli Investimenti | 01/05/1993 | - | |
Fondatore | 01/05/1993 | - | |
Gestore di Portafoglio-Azioni | 01/05/1993 | - | |
Amministratore Delegato | 01/05/1993 | 01/02/2020 | |
Responsabile della banca privata | 01/05/1993 | 01/02/2020 | |
National Association of Personal Financial Advisors | Direttore/Membro del Consiglio | 11/03/2016 | - |
AHRC New York City Foundation, Inc. | Presidente | 26/06/2019 | - |
Storia della carriera di Joel Scott Isaacson
Formazione di Joel Scott Isaacson
Lehigh University | Undergraduate Degree |
Golden Gate University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Chairman | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Settori
Consumer Services | 3 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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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 |
National Association of Personal Financial Advisors | |
AHRC New York City Foundation, Inc. |
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