Profil
Mr. Brian Cummins is a Managing Director at Joel Isaacson & Co. LLC.
He joined the firm in 2007 and he focuses on providing comprehensive financial planning advice for high net worth individuals/ families and his areas of expertise include investment planning and research.
He is a member of the firm’s Investment Committee.
He is an active member of the Financial Planning Association and serves on the Board of Directors for the New York chapter.
Mr. Cummins received his BBA in Corporate Finance from The City University of New York – Queens College.
He earned his certificate in Financial Planning through the College for Financial Planning and Baruch College.
Postes actifs de Brian Cummins
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/01/2007 |
Formation de Brian Cummins
| City University of New York | Undergraduate Degree |
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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. | Finance |
