Joel Isaacson & Co., LLC Employee Directory

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

Joel Isaacson & Co., LLC was founded in 1993. Joel Isaacson & Co., LLC operates in the Financial Services industry.

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

Joel Isaacson & Co., LLC has approximately 53 employees.

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

North America
70

United States Of America
70

Europe
1

Ukraine
1

Joel Isaacson & Co., LLC's Leadership

D. P.
Chief Investment Officer
Mobile Phone
Email
M. W. T.
Chief Compliance Officer
Mobile Phone
Email
R. T.
Chief Financial Officer
Mobile Phone
Email
R. P.
Partner
Mobile Phone
Email
S. A.
Partner/ Co Founder
Mobile Phone
Email
A. D.
Owner
Mobile Phone
Email
E. G.
Director Of Human Resources
Mobile Phone
Email
M. B.
Director
Mobile Phone
Email

Contact profiles from Joel Isaacson & Co., LLC

Name

Title

Contact Info

Location

Last Update

S. H.
Senior Advisor Associate
Mobile Phone
Email
United StatesNew York
Sep 08, 2025
D. M. L.
Senior Tax Associate
Mobile Phone
Email
United StatesConnecticut
Nov 13, 2025
M. M.
Senior Financial Advisor
Mobile Phone
Email
United StatesNew York
Nov 16, 2025
M. W.
Senior Operations Analyst
Mobile Phone
Email
UNITED STATES
Oct 24, 2023
R. J. N.
Senior Associate Advisor
Mobile Phone
Email
United StatesNew York
Oct 20, 2025
R. N.
Senior Advisor Associate
Mobile Phone
Email
Nov 03, 2025
S. B.
Senior Tax Associate
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
A. F.
Associate Financial Advisor
Mobile Phone
Email
United StatesNew York
Nov 15, 2025
K. C.
Para Planner
Mobile Phone
Email
United StatesNew York
May 24, 2025
J. A.
Wealth Management Associate
Mobile Phone
Email
United StatesNew York
Oct 22, 2025

Frequently Asked Questions

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

Joel Isaacson & Co., LLC was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-302-****

. Explore Joel Isaacson & Co., LLC's company overview page for more information.

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

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?

Joel Isaacson & Co., LLC has approximately 53 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of December 2025, Joel Isaacson & Co., LLC's key employees include:

Chief Investment Officer: D. P.
Chief Compliance Officer: M. W. T.
Chief Financial Officer: R. T.
Partner: R. P.
Partner/ Co Founder: S. A.

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