Guarino Wealth Management

Founded in 1993, Joel Isaacson & Co. is one of the leading independent wealth management firms in New York City. The firm provides comprehensive wealth management services to more than 700 clients across the United States. Joel Isaacson & Co. offers a wide array of services, including investment/cash flow management, tax planning, employee benefit coordination, retirement planning, etc. Its clientele comprises high-net worth individuals/families, business owners, executives and entrepreneurs. Joel Isaacson & Co. holds recognition as one of the Top Financial Advisory firms in the United States by the Worth magazine and Medical Economics.

Och-Ziff Capital Management Group is one of the leading institutional alternative asset management firms in the United States. Founded in 1994, the company employs more than 150 investment professionals at offices in New York, London, Hong Kong, Tokyo, Bangalore and Beijing. It offers merger and convertible arbitrage, equity restructuring, credit and private investment services. Och-Ziff Capital Management Group also provides manages over $22 billion of assets for nearly 700 fund investors. Operational for more than 15 years, the company offers risk management and capital preservation services. It has a team of over 35 managing directors who identify new investment ideas and trading strategies.