Joel Isaacson & Co., a registered investment advisor, has promoted Robert Paul and David Peltz to the position of partner. Paul, who previously held the position of managing director at the firm, joined Joel Isaacson & Co. from Dreyfus Financial Services. Peltz, also a managing director, applied his expertise in estate & tax planning, including multi-generational wealth transfer, to finding creative solutions to meet his clients' specialized needs. In addition, he sits on the board of The Possibility Project, a New York City-based not-for-profit serving underprivileged children.
Joel Isaacson & Co. offers comprehensive wealth management, including financial planning, estate planning, investment management and tax planning and preparation services to high-net-worth individuals and their families across the country.
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