Brian Cummins

Analyst-Equity at

Joel Isaacson & Co. LLC

Finance

Consumer Services

Profile

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.

Brian Cummins active positions

Companies	Position	Start
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

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Private companies	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