Isaacson Update & Special Reports

David Peltz Promoted to Chief Executive Officer at Joel Isaacson & Co.

NEW YORK, Feb. 12, 2020 /PRNewswire-PRWeb/ — Joel Isaacson & Co. LLC (“JICO”), a leading wealth management advisor specializing in financial planning, investment management and tax strategies, announced today that David Peltz was promoted to Chief Executive Officer of JICO, effective February 1, 2020. Joel Isaacson, founder of JICO, will continue as Chairman, guiding the leadership team, working with clients and mentoring advisors as the company continues to grow.

Peltz has been with JICO for eighteen years, and was made a partner in 2012. In addition to his primary role as a wealth advisor, Peltz will assume additional management and leadership responsibilities as CEO, supported by a team of tenured professionals at the firm. Peltz is also a board member and treasurer of The Possibility Project, a not-for-profit organization which uses community action and the performing arts to empower teenagers to take positive actions in their lives and communities.

Isaacson and his partners founded JICO in 1993. Today the firm is ranked as one of the top wealth advisors in the U.S. by Barron’s, The Financial Times, Accounting Today, Forbes Inc., Worth Magazine and many other publications. Isaacson is considered a pioneer and leader in the industry and has served on the National Board of Directors of the National Association of Personal Financial Advisors, and is frequently quoted by the Wall Street Journal, New York Times, Business Week and Fortune. He also serves as Chairman of the Board of AHRC New York City Foundation.

“I am thrilled to appoint David as CEO, this is the next step in the growth of our business,” said Isaacson. “David enables us to expand our leadership team based on a set of shared values, with no disruption to our clients. He embodies outstanding client service and has been integral to growing our reputation as a market leader. I know he will do a great job in his new role and I am excited about JICO’s future under our shared leadership.”

“I am honored to assume the role of CEO,” said Peltz. “There is no better time to lead JICO. We have a deep bench of advisors with long tenure at the firm. This tremendous team of people will help us to capitalize on the many opportunities we have before us for the benefit of our clients. I look forward to serving my clients as I always have, while maintaining a close working relationship with Joel and our Partners Stan Altmark, Marty Stein, Lee Steinmetz and Robert Paul, along with all our talented employees.”

About Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC (“JICO”) is a leading wealth management advisor based in New York City. JICO serves high net worth individuals and families, as well as business owners, executives and entrepreneurs looking to grow their wealth through a combination of sophisticated planning, investment management and integrated tax strategies. The firm works on a fee-only basis to support its sole objective of helping its clients grow and protect their wealth. JICO is a partner firm of Focus Financial Partners Inc, a leading partnership of independent, fiduciary wealth management firms. For information on JICO, please visit https://www.joelisaacson.com.

For more information please contact:
Tina Madon
Tel: (646) 813-2909
tmadon@focuspartners.com

Events

2018

Joel Isaacson & Co. 25th Anniversary Celebration

Thank you to the best staff and clients who made celebrating 25 years possible.  A special thank you to all who braved a November snowstorm on Thursday, 11/15/18, to join us at the United Nations. Click here to view Governor’s letter congratulating Joel Isaacson & Co. on celebrating 25 years.

2016

Client Event with Greg Valliere

On Thursday, November 3rd, we had an informative presentation at our client event on the state of the electoral season, culminating on Election Day, November 8th provided by Greg Valliere.

Greg is the Chief Political Strategist for Horizon Investments specializing in coverage of the Federal Reserve, tax and spending issues, and - of course - politics.  He has nearly 40 years of experience following Washington issues for institutional and retail investors.  He also is widely quoted in the nation's media.  Greg is a regular guest on CNBC, Bloomberg TV and radio, Fox Business, CNN, and CBS radio.  He is also regularly quoted in the nation's financial press, including Barron's and the Wall Street Journal.

We want to thank our clients for joining us as we endeavor to bring quality and useful information to you.  Additionally, we are always pleased to be able to have you join us and we want to thank you for continuing to allow us to earn your business every day.

2015

AHRC Honors Joel Isaacson

AHRC honors Joel Isaacson with the Business & Philanthropic Leadership Award

On Tuesday, February 3, 2015 the AHRC will recognize Joel Isaacson, CEO and Founder of Joel Isaacson & Co., LLC, with its Business & Philanthropic Leadership Award (click link to learn more).  The honor will take place at the 35th Annual Thurman Munson Awards Dinner.  We are extremely proud to have Joel be recognized in this manner for his contributions to a wonderful cause and for his work on behalf of this underserved population.  The values that the ARHC embraces, Passion, Respect, Integrity, Diversity and Excellence are characteristics that Joel brings to the firm as well and for its clients.  Click here for more information.