David Peltz serves as the Chief Executive Officer, Chief Investment Officer, and Partner at Joel Isaacson & Co. See contact routes.
David Peltz serves as the Chief Executive Officer, Chief Investment Officer, and Partner at Joel Isaacson & Co., a distinguished firm with a three-decade legacy of guiding clients through complex financial landscapes. In his multifaceted role, Peltz oversees the strategic direction and investment philosophy of the company, which is renowned for its comprehensive approach to wealth management. Joel Isaacson & Co. offers a broad spectrum of services designed to address every facet of a client's financial well-being, encompassing sophisticated asset management strategies, meticulous tax and financial planning, and expert coordination of corporate benefits. Peltz's leadership ensures the firm continues to deliver tailored and integrated solutions, upholding its reputation as a trusted financial pathfinder.
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