JOEL ISAACSON & CO., LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 152450). Regulatory assets under management: $9.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| MARTIN STEIN | PARTNER; TAX DIRECTOR | GRAND RAPIDS, MI |
| Stanley Lawrence Altmark | PARTNER | — |
| Joel Scott Isaacson | CHAIRMAN & PARTNER | — |
| Lee Steinmetz | PARTNER; TAX DIRECTOR | — |
| Robert Edward Paul | PARTNER | — |
| David N Peltz | CHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICER | — |
| Morgan Elizabeth Tesoriero | CHIEF COMPLIANCE OFFICER | — |
| ISAACSON JOEL SCOTT | CHAIRMAN & PARTNER; CHAIRMAN, PARTNER & CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER (+1 more) | — |
| PROSPERINO JENNIFER LISA | PRINCIPAL | — |
| STEIN MARTIN | PARTNER; TAX DIRECTOR; PRINCIPAL; TAX DIRECTOR | — |
| STEINMETZ LEE | PARTNER; TAX DIRECTOR; PRINCIPAL; TAX DIRECTOR | — |
| PAUL JEROME EDWARD | PARTNER; PRINCIPAL | — |
| ALTMARK STANLEY LAWRENCE | PARTNER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| WEISS MICHAEL EDWARD | CHIEF OPERATING OFFICER | — |
| FINGLETON THOMAS TIMOTHY | CHIEF OPERATIONS OFFICER | — |
| PELTZ DAVID N | CHIEF EXECUTIVE OFFICER & PARTNER; CHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICER; PRINCIPAL | — |