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Joel Scott Isaacson active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chairman | 2020-01-31 | - |
Chief Investment Officer | 1993-04-30 | - | |
Founder | 1993-04-30 | - | |
Portfolio Manager-Equities | 1993-04-30 | - | |
Chief Executive Officer | 1993-04-30 | 2020-01-31 | |
Head of Private Banking | 1993-04-30 | 2020-01-31 | |
National Association of Personal Financial Advisors | Director/Board Member | 2016-03-10 | - |
AHRC New York City Foundation, Inc. | Chairman | 2019-06-25 | - |
Career history of Joel Scott Isaacson
Training of Joel Scott Isaacson
Lehigh University | Undergraduate Degree |
Golden Gate University | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Chairman | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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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