What departments does Joel Isaacson & Co., LLC have?

Joel Isaacson & Co., LLC has employees across 6 departments including Finance, Human Resources, Information Technology, Analytics, Accounting.

What is the largest department at Joel Isaacson & Co., LLC?

The largest department at Joel Isaacson & Co., LLC is Finance with 5 employees.

Where are Joel Isaacson & Co., LLC employees located globally?

Joel Isaacson & Co., LLC has employees across 3 continents and 3 countries including Malaysia, Ukraine, United States Of America.

How has Joel Isaacson & Co., LLC's team size changed over time?

Joel Isaacson & Co., LLC's team has remained stable from approximately 45 to 45 employees based on available data.

Joel Isaacson & Co., LLC Employee Directory

Financial ServicesNew York, United States51-200 Employees

Joel Isaacson & Co., LLC is a financial services firm headquartered in New York City, located at 546 Fifth Avenue, New York, NY 10036, United States. For over 30 years it has provided comprehensive fee-only wealth management services, emphasizing independence to align advice with clients' best interests. The firm operates as an independent advisor not affiliated with large institutional firms, maintaining objectivity in its guidance for personal and business objectives. It employs 51 to 200 people and maintains a website at https://joelisaacson.com. Public reports indicate the firm has made asset investments, including stakes in Doximity, Core Scientific, A. O. Smith, and Stratasys.

Joel Isaacson & Co., LLC Global Highlights

North America
72

United States Of America
72

Asia
4

Malaysia
4

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
E. G.
Head Of People & Culture
Mobile Phone
Email
R. P.
Partner
Mobile Phone
Email
S. A.
Partner/ Co Founder
Mobile Phone
Email
A. D.
Owner
Mobile Phone
Email
M. B.
Director
Mobile Phone
Email

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

R. R.
Client Services Coordinator
Mobile Phone
Email
United StatesNew York
Apr 14, 2026
P. R.
Associate Advisor
Mobile Phone
Email
United StatesNew York
Jun 08, 2026
S. B.
Tax Preparer
Mobile Phone
Email
United States
Oct 20, 2025
G. P.
Associate Advisor
Mobile Phone
Email
United StatesNew Jersey
Oct 20, 2025
A. S.
Remote Reception
Mobile Phone
Email
United StatesNew York
Oct 26, 2025
I. L.
Tax Administrative Assistant
Mobile Phone
Email
United States
Oct 19, 2025
C. B.
Operations Analyst
Mobile Phone
Email
United StatesNew York
Jun 01, 2026
L. C.
Administrative Assistant
Mobile Phone
Email
United StatesNew York
Jun 02, 2026
K. R.
Tax Coordinator
Mobile Phone
Email
United StatesNew York
Dec 10, 2025
M. K.
Tax Accountant
Mobile Phone
Email
United StatesNew York
Mar 24, 2026

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. 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

+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 June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

As of June 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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Joel Isaacson & Co., LLC Employee Directory

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