Joel Zbar — Partner Personal Wealth Advisors (specializing in providing Family Office Services) · EisnerAmper

Joel Zbar — Partner Personal Wealth Advisors (specializing in providing Family Office Services) · EisnerAmper · New York, New York, United States.

Direct contact

No direct contact on file for Joel yet.

About

Joel Zbar is a Partner specializing in providing Family Office Services. He has extensive hands on experience having served as a CFO for both a public and private company for over 25 years prior to joining the firm. He provides Chief Financial Officer-related services to existing clients of the firm including managing the entire accounting department, cash management and monthly reporting.

Joel formerly served as an Officer of a Real Estate Investment Trust with a portfolio of more than 200 properties and tenants that included department stores, pharmacies and manufacturers. His responsibilities included overseeing all the accounting and financial aspects of the Real Estate Investment Trust, the principal management company and approximately 150 individual partnerships.

In addition, Joel was the Chief Financial and Operating Officer of a growing, family-owned real estate company with residential, industrial, commercial and office properties. In this position, he also handled the personal finances of the family members, including family office work, tax projections, cash flow projections and consolidated financial statements for the various real estate holdings.

Joel earned his bachelor’s degree in Accounting from Brooklyn College. He serves as a board member and was a former President of the JCC of Rockland County.

Experience

Partner Personal Wealth Advisors (specializing in providing Family Office Services)Current
EisnerAmper · New York, NY
Feb 2007 – Present
The audit, tax and business advisory professionals of EisnerAmper serve public and private companies across a broad range of industries, as well as high net worth individuals. As the 15th largest accounting firm in the nation and the largest regional firm along the New York, New Jersey, Philadelphia corridor, EisnerAmper is the preeminent regional accounting firm in the Northeast. The firm's nearly 1,200 employees, including 170 partners, work with enterprises as diverse as family offices, not-for-profit organizations, sophisticated financial institutions, entrepreneurial ventures, and global public corporations in a variety of industries. What every EisnerAmper client seeks and what the firm strives to deliver is dedication and unwavering attention to their need for timely and efficient service by talented professionals. EisnerAmper is a significant provider of services to public companies and ranks as one of the nation’s Top 10 largest auditors of SEC registrants and has the largest public company practice of any regional firm in the Northeast, serving more than 90 companies. The firm also offers tax advisory services, internal audit, Sarbanes Oxley/404 services, pension audits and a variety of other services to an equally large number of publicly traded companies. Recognized internationally as one of the premier firms in audit, tax and advisory services to financial institutions, EisnerAmper serves more than 600 hedge funds and more than 200 private equity and venture fund clients with assets under management ranging from $25 million to $7 billion. The firm also serves more than 145 insurance companies and banks. EisnerAmper was recently recognized by Institutional Investor as the top accounting service provider to hedge fund managers for funds of $1 billion or less.