Joshua Peltz
Portfolio Manager-Equities at Joel Isaacson & Co. LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Joel Scott Isaacson | M | - |
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. | 31 years |
| Brian Cummins | M | - |
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. | 17 years |
| David Peltz | M | - |
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. | - |
| Robert Edward Paul | M | - |
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. | 25 years |
| Hannah Woolley | F | - |
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. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Michael V. O'Brien | M | - |
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. | 12 years |
| Justin Collishaw | M | - |
State University of New York at Albany
| 5 years |
| Trent Romer | M | - |
State University of New York at Albany
| 5 years |
| Kelly Cunningham | M | - |
State University of New York at Albany
| 4 years |
| Vladlen Ivanov | M | - |
State University of New York at Albany
| 4 years |
| Ahmet Karaca | M | 54 |
State University of New York at Albany
| 2 years |
| Matthew Alfieri | M | - |
State University of New York at Albany
| 4 years |
| Scott Kohel | M | - |
State University of New York at Albany
| 4 years |
| Bettina Curtze | F | 47 |
State University of New York at Albany
| 1 years |
| Christian Ehrenthal | M | - |
State University of New York at Albany
| 2 years |
| Matthew R. Rapoport | M | - |
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. | 3 years |
| Amanda Hanlon | F | - |
State University of New York at Albany
| 4 years |
| Amy Ryan | F | 43 |
State University of New York at Albany
| 4 years |
| Hooman Banafsheha | M | - |
State University of New York at Albany
| 4 years |
| Julie Di Russo | F | - |
State University of New York at Albany
| 2 years |
| John Collins | M | 43 |
State University of New York at Albany
| 4 years |
| Naomi Baruch | F | - |
State University of New York at Albany
| 3 years |
| Jonathan Dworkin | M | - |
State University of New York at Albany
| 4 years |
| David Brooks | M | - |
State University of New York at Albany
| 3 years |
| Daniel Glass | M | - |
State University of New York at Albany
| 6 years |
| Joseph Castiglie | M | - |
State University of New York at Albany
| 4 years |
| Martin Telfer | M | - |
State University of New York at Albany
| 4 years |
| Steve Rossi | M | - |
State University of New York at Albany
| 2 years |
| Lisa Catherine Tucci | F | - |
State University of New York at Albany
| 4 years |
| Tessie Petion | F | - |
State University of New York at Albany
| 4 years |
| Justin J. Hakimian | M | - |
State University of New York at Albany
| 4 years |
| Andreas Becker | M | - |
State University of New York at Albany
| 2 years |
| Anthony Russo | M | - |
State University of New York at Albany
| 4 years |
| Jacqueline L. Battista | F | - |
State University of New York at Albany
| 4 years |
| Gerard J. Greenberg | M | - |
State University of New York at Albany
| 4 years |
| Chris Nocella | M | - |
State University of New York at Albany
| 4 years |
| Sean Welch | M | - |
State University of New York at Albany
| 4 years |
| Scott Bartone | M | - |
State University of New York at Albany
| 4 years |
| Mike Tkaczyk | M | - |
State University of New York at Albany
| 4 years |
| Chidi E. Erike | M | - |
State University of New York at Albany
| 4 years |
| Rebecca Smith | F | - |
State University of New York at Albany
| 4 years |
| Justin Frisino | M | - |
State University of New York at Albany
| 4 years |
| Ken Kovalchik | M | - |
State University of New York at Albany
| 4 years |
| Paul Papapostolou | M | - |
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. | - |
| Hany A. Shawky | M | - |
State University of New York at Albany
| 5 years |
| Mitchell Pawluk | M | - |
State University of New York at Albany
| 3 years |
| Jack A. LoParco | M | - |
State University of New York at Albany
| 4 years |
| Matthew J. Shallash | M | - |
State University of New York at Albany
| 22 years |
| Renee King | F | - |
State University of New York at Albany
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 49 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Joshua Peltz
- Personal Network
