David Peltz
Vorstandsvorsitzender bei Joel Isaacson & Co. LLC
Ursprung des Netzwerks ersten Grades von David Peltz
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
5
| Subsidiary | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von David Peltz
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| State University of New York at Albany | College/University | Undergraduate Degree Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree | |
| Golden Gate University | College/University | Masters Business Admin | |
| National Association of Personal Financial Advisors | Director/Board Member | ||
| AHRC New York City Foundation, Inc. | Chairman | ||
| City University of New York | College/University | Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 9 |
Sektoral
| Consumer Services | 5 |
| Finance | 3 |
Operativ
| Undergraduate Degree | 4 |
| Portfolio Manager-Equities | 3 |
| Corporate Officer/Principal | 3 |
| Chairman | 2 |
| Director/Board Member | 2 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- David Peltz
- Unternehmensverbindungen
