![Brian Cummins](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Brian D.
Cummins is a Managing Director at Joel Isaacson & Co. LLC.
He began his career at the firm in 2007.
He focuses on providing comprehensive financial planning advice for high net worth individuals and their families.
His areas of expertise include investment planning, company stock award management, and estate planning strategies.
He is also a member of the firm’s Investment Committee.
He is an active member of the Financial Planning Association
Mr. Cummins previously served on the Board of Directors for the New York chapter.
He 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.
Aktive Positionen von Brian Cummins
| Unternehmen | Position | Beginn |
|---|---|---|
Joel Isaacson & Co. LLC
 Joel Isaacson & Co. LLC Investment ManagersFinance JIC typically recommend the investment of client portfolios in mutual funds, exchange traded funds (ETFs) and private investment funds. The firm's investment strategies are primarily long-term in scope. Recommendations for the short-term are generally limited to cash equivalents and money market funds. | Analyst-Equity | 01.01.2007 |
Ausbildung von Brian Cummins
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
5
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Joel Isaacson & Co. LLC
Joel Isaacson & Co. LLC Investment ManagersFinance JIC typically recommend the investment of client portfolios in mutual funds, exchange traded funds (ETFs) and private investment funds. The firm's investment strategies are primarily long-term in scope. Recommendations for the short-term are generally limited to cash equivalents and money market funds. | Finance |
City University of New York
 City University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
