Daniel Lorio
Senior Tax Associate at Joel Isaacson & Co., LLC | Stamford, Connecticut, United States
Daniel Lorio’s Email & Phone Number
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Senior Tax Associate at Joel Isaacson & Co., LLC in January 2020 - Present
Senior Associate at Rockefeller Capital Management in March 2018 - January 2020
Client Accountant at Rockefeller & Co., Inc. in October 2014 - January 2020
Senior Tax Advisor at The Dowling Group in February 2012 - October 2014
Senior Accountant at Barry Gould, CPA in January 2009 - January 2012
Staff Accountant at Jujamcyn Theaters, LLC in October 2008 - December 2008
Seton Hall University, January 2004 to January 2008
Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 30 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals.
Discover more about Joel Isaacson & Co., LLC
Senior Tax Associate at Joel Issacson & Co., LLC
Senior Tax Accountant at Pue, Chick, Leibowitz & Blezard, LLC
(September 2026 – September 2026)
Wealth Manager I Trusted Advisor
Managing Director at Joel Isaacson & Co., LLC
(July 2024 – Present)
CAO & Controller @ Joel Isaacson & Co., LLC
Consultant for GCG at Eisner LLP
(September 2026 – September 2026)
Executive Assistant to CEO
Administrative Assistant at ROC Funding Group
(September 2026 – September 2026)
Staff Accountant at Joel Isaacson & Co., LLC
Staff Accountant at Joel Isaacson & Co., LLC
(February 2019 – Present)
Remote Reception at Joel Isaacson & Co., LLC
Remote Reception at Joel Isaacson & Co., LLC
(February 2021 – Present)
What is Daniel M Lorio email address?
Email Daniel M Lorio at [email protected] and [email protected]. This email is the most updated Daniel M Lorio's email found in 2026.
How to contact Daniel M Lorio?
To contact Daniel M Lorio send an email to [email protected] or [email protected].
What company does Daniel Lorio work for?
Daniel Lorio works for Joel Isaacson & Co., LLC.
What is Daniel Lorio's role at Joel Isaacson & Co., LLC?
Daniel Lorio is Senior Tax Associate
What industry does Daniel Lorio work in?
Daniel Lorio works in the Accounting industry.
