Joel Isaacson & Co., LLC Employee Directory

Financial ServicesNew York, United States51-200 Employees

Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 30 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals.

Find Joel Isaacson & Co., LLC employees' phone numbers or email addresses

Joel Isaacson & Co., LLC Global Highlights

Location
Employees

North America
71

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  • United States Of America
    71

Europe
1

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  • Ukraine
    1

Joel Isaacson & Co., LLC's Leadership

  • Stylized image of a person
    D. P.
    Chief Investment Officer
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  • Stylized image of a person
    M. W. T.
    Chief Compliance Officer
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  • Stylized image of a person
    R. T.
    Chief Financial Officer
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  • Stylized image of a person
    E. G.
    Head Of People & Culture
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  • Stylized image of a person
    R. P.
    Partner
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    S. A.
    Partner/ Co Founder
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  • Stylized image of a person
    A. D.
    Owner
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  • Stylized image of a person
    M. B.
    Director
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Joel Isaacson & Co., LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Business
  • Consultant
  • Other

Contact profiles from Joel Isaacson & Co., LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. P.
    Chief Investment Officer
    Phone icon
    United StatesNew York
    Feb 04, 2026
  • Stylized image of a person
    M. W. T.
    Chief Compliance Officer
    Phone icon
    United StatesNew York
    Jan 29, 2026
  • Stylized image of a person
    R. P.
    Partner
    Phone icon
    United StatesNew York
    Nov 10, 2025
  • Stylized image of a person
    S. A.
    Partner/ Co Founder
    Phone icon
    United StatesNew York
    Oct 20, 2025
  • Stylized image of a person
    A. D.
    Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    R. T.
    Chief Financial Officer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    E. G.
    Head Of People & Culture
    Phone icon
    United StatesNew York
    Feb 04, 2026
  • Stylized image of a person
    M. B.
    Director
    Phone icon
    United StatesConnecticut
    Feb 04, 2026
  • Stylized image of a person
    J. P.
    Managing Director
    Phone icon
    United StatesNew York
    Feb 04, 2026
  • Stylized image of a person
    Z. M.
    Managing Director
    Phone icon
    United StatesNew York
    Feb 04, 2026

Frequently Asked Questions

What is Joel Isaacson & Co., LLC known for?

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Joel Isaacson & Co., LLC was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 546 Fifth Avenue New York, New York 10036 United States; you can contact the main corporate office by phone at . Explore Joel Isaacson & Co., LLC's company overview page for more information.

What is Joel Isaacson & Co., LLC's most common email format?

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Joel Isaacson & Co., LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Joel Isaacson & Co., LLC email formats with LeadIQ.

How many employees does Joel Isaacson & Co., LLC have currently?

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Joel Isaacson & Co., LLC has approximately 53 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Joel Isaacson & Co., LLC's key employees and leadership?

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As of February 2026, Joel Isaacson & Co., LLC's key employees include:

  • Chief Investment Officer: D. P.
  • Chief Compliance Officer: M. W. T.
  • Chief Financial Officer: R. T.
  • Head Of People & Culture: E. G.
  • Partner: R. P.

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