![David Peltz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Mr. David N.
Peltz is a Chief Executive Officer, Chief Investment Officer & Partner at Joel Isaacson & Co. LLC.
He began his career at the firm in 2003 as an Associate Advisor and steadily ascended through the organization, developing expertise in estate, tax, and investment planning.
He is an active member of the Financial Planning Association (FPA).
He is also a board member of The Possibility Project.
He received his BS in Finance from Hofstra University and a Certificate in Financial Planning from NYU.
He holds the Certified Financial Planner designation.
Cargos activos de David Peltz
| Empresas | Cargo | Inicio |
|---|---|---|
Joel Isaacson & Co. LLC
 Joel Isaacson & Co. LLC Investment ManagersFinance JIC typically recommend the investment of client portfolios in mutual funds, exchange traded funds (ETFs) and private investment funds. The firm's investment strategies are primarily long-term in scope. Recommendations for the short-term are generally limited to cash equivalents and money market funds. | Director Ejecutivo | 01/02/2020 |
Formación de David Peltz.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
23
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Joel Isaacson & Co. LLC
Joel Isaacson & Co. LLC Investment ManagersFinance JIC typically recommend the investment of client portfolios in mutual funds, exchange traded funds (ETFs) and private investment funds. The firm's investment strategies are primarily long-term in scope. Recommendations for the short-term are generally limited to cash equivalents and money market funds. | Finance |
Hofstra University
 Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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