Isaac serves as a Relationship Associate and Wealth Strategist in our Atlanta office. In this role, he focuses on assisting clients with the development and implementation of comprehensive financial and estate plans. Isaac brings over 5 years of experience across public accounting, corporate finance, and asset management, including 3 years as a leader in the middle office of an OCIO firm.
Isaac graduated from the University of Maryland with dual degrees in Accounting and Finance from the Robert H. Smith School of Business. While working as a public accountant, where he filed tax returns for large partnerships, S corporations, trusts and estates, and individuals, Isaac earned the Certified Public Accountant designation from the Virginia Board of Accountancy.