Joel Isaacson & Co., LLC

Stanley Altmark is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Joel Isaacson & Co., LLC since 2009. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm managing approximately $8.04 billion in client assets. The firm primarily serves high-net-worth individuals along with corporate pension plans, charitable organizations, and non-HNW clients, offering comprehensive financial planning, tax advice, portfolio management, and family-office services through a team of about 20 advisors.

Zachary Mc Gill is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Joel Isaacson & Co., LLC. He has been with the firm since 2007. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets and provides comprehensive financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Michael Buccino is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Joel Isaacson & Co., LLC since 2018 and previously spent eight years at The Dowling Group. Based in New York, NY, Buccino provides financial advisory services within a multi-advisor firm. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, along with corporate pension plans, charitable organizations, and non-HNW clients. The firm manages approximately $8.04 billion in assets through a team of about 20 advisors and offers comprehensive financial planning, tax advice, portfolio management, and family-office services, typically employing longer-term investment strategies with limited trading.

Robert Paul is a CFP® and Series 63 licensed advisor with 4 years of industry experience. He has worked at Joel Isaacson & Co., LLC since 2012 and has been associated with The Dreyfus Service Corporation since 1998. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals as well as corporate pension plans and charitable organizations. The firm manages approximately $8 billion in assets, offering tailored financial planning, portfolio management, tax advice, and family-office services through a team of about 20 advisors.

Paige Rimer is a CFP®-certified financial advisor with seven years of industry experience. She has worked at Joel Isaacson & Co., LLC since 2021 and previously held roles at The Vanguard Group, Inc. from 2017 to 2021. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension plans and charitable organizations. The firm manages approximately $8 billion in assets and offers services including financial planning, portfolio management, tax advice, family-office support, and outsourced CFO services.

Joshua Peltz is a CFP® professional with four years of industry experience, currently serving at Joel Isaacson & Co., LLC since 2010. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets through a team of about 20 advisors, offering services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.

Ilan Folman Cohen is a CFP® professional with 4 years of industry experience, currently serving as an advisor at Joel Isaacson & Co., LLC since 2014. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension plans, profit-sharing plans, and charitable organizations. The firm manages approximately $8.04 billion in client assets and offers a range of services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Brian Cummins is a CFP® professional with four years of industry experience, currently serving at Joel Isaacson & Co., LLC. He has been with the firm since 2007. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension plans, charitable organizations, and non-HNW clients. The firm manages approximately $8.04 billion in assets and provides services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

David Peltz is a CFP® professional with four years of experience, currently working at Joel Isaacson & Co., LLC in New York, NY. He has been with the firm since 2003. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.

Gustavo Peguero is a CFP® professional with five years at Joel Isaacson & Co., LLC and a total of two years in the financial advisory industry. His prior experience includes roles at Stawnychy Financial and FHC Wealth Advisors, as well as six years at Essex Pharmacy before entering the financial sector. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, along with corporate pension plans and charitable organizations. The firm manages approximately $8 billion in assets through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, and family-office support.

Mounia Mokdad is a CFP® professional with eight years of experience at Joel Isaacson & Co., LLC. She has worked exclusively at Joel Isaacson & Co., LLC since 2014. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension plans and charitable organizations. The firm manages approximately $8 billion in client assets and offers services including financial planning, portfolio management, tax advice, and family-office support.

Ross Natoli is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Joel Isaacson & Co., LLC since 2019 and previously worked at Betterment LLC, Anheuser Busch, and Johnson & Johnson. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8 billion in assets through a team of around 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Hannah Woolley is a CFP® professional with four years of experience at Joel Isaacson & Co., LLC, where she has worked since 2009. She is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.