Isaac joins IHT Wealth Management in his tenth year in the Financial Services industry having previously served as Financial Advisor at U.S. Bancorp Investments, Merrill Lynch as well as within the Private Wealth Management group at UBS.
Isaac earned a B.A. in Economics from Bard College, where he had the honor of receiving the Adolf Sturmthal Memorial Prize in Economics and was invited to join the New York Chapter of Omicron Delta Epsilon — The International Honor Society for Economics. With a focus on Behavioral Finance, Isaac became keenly aware of the impact emotions have on an investor’s investment decisions.
At IHT, Isaac works with clients to develop customized wealth management solutions designed to address their unique needs. Prior to making recommendations, Isaac conducts an in depth analysis of investment and liability management, trust and estate planning, tax minimization and asset protection.