David Peltz Email & Phone Number
Chief Investment Officer @ Joel Isaacson & Co., LLC
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David Peltz Location
- New York, NY, US
David Peltz Work
- Chief Investment Officer @ (March 2023 - Present)
- Chief Executive Officer @ (February 2020 - Present)
- Partner @ (March 2012 - Present)
- Managing Director @ (December 2010 - March 2012)
- Personal Financial Planning Manager @ (October 2006 - December 2010)
- Staff Financial Planner @ (February 2003 - October 2006)
David Peltz Education
- Hofstra University
Bachelor of Science - BS (Finance)
2000-2002 - Lehigh University
Finance
1997-2000 - New York University
Certificate in Financial Planning
David Peltz Skills
- Business Development
- Business Management
- Cross-functional Team Leadership
- Estate & Gift Taxation
- Estate Tax Planning
- Fiduciary Services
- Personal Financial Planning
- Retirement Income Strategies
- Strategic Planning
- Tax Planning
David Peltz Summary
- David Peltz, based in New York, NY, US, is currently a Chief Investment Officer at Joel Isaacson & Co., LLC. David Peltz brings experience from previous roles at Joel Isaacson & Co., LLC. David Peltz holds a 2000 - 2002 Bachelor of Science - BS in Finance @ Hofstra University. With a robust skill set that includes Business Development, Business Management, Cross-functional Team Leadership, Estate & Gift Taxation, Estate Tax Planning and more. David Peltz has 2 emails on RocketReach.
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