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Joel Feldman
Joel Feldman
Managing Director, Wealth Advisor | College Possible
Conshohocken, Pennsylvania, United States
Joel Feldman
Summary
Joel Feldman is a seasoned wealth advisor and managing director at Boenning & Scattergood, Inc., with extensive experience in financial advisory and nonprofit organization management. He has a strong background in leadership and business development, notably within the realms of annual giving and asset allocation. Joel has served on several boards, demonstrating his commitment to community service and nonprofit initiatives. His educational foundation in Finance from the American University - Kogod School of Business complements his professional expertise. With a career spanning over four decades, he has held various senior roles in prominent financial institutions, showcasing his stability in the finance sector. Joel's multifaceted experience positions him as a valuable asset in both corporate and nonprofit environments. He is not only adept at managing wealth but also passionate about charitable giving and community engagement. His leadership roles reflect a dedication to mentoring and guiding others in the financial industry.
Joel Feldman
Work Experience
Managing Director, Wealth Advisor at
Boenning & Scattergood, Inc.
February 2023 - Present
Managing Director, Private Client Group at
Boenning & Scattergood, Inc.
November 2018 - Present
President's Leadership Council at
PennFuture
February 2017 - Present
Board Member at
College Possible
August 2015 - Present
Board Member at
Cystic Fibrosis Foundation Delaware Valley Chapter
February 1984 - August 2020
Senior Vice President, Investments at
Raymond James Financial, Inc.
January 2015 - November 2018
Board Member at
Upper Merion Parks And Historic Foundation Mckaig Nature Center
January 2010 - July 2017
Chair of Partners In Progress at
Cystic Fibrosis Foundation
January 2011 - March 2017
Senior Vice President Wealth Management at
UBS Group AG
May 1997 - January 2015
Financial Advisor at
Tucker Anthony & R.L. Day, Inc.
September 1982 - May 1997
Joel Feldman
Education
American University - Kogod School of Business, Finance
January 1976 - January 1980
Frequently Asked Questions about Joel Feldman
What is Joel Feldman email address?
Joel Feldman's primary email address is ************@ubs.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Joel Feldman work for?
Joel Feldman is a Managing Director, Wealth Advisor at College Possible, a company specializing in Passenger transportation arrangement.
Where Joel Feldman graduated from?
Joel Feldman holds a degree in Finance And Financial Management Services from American University - Kogod School of Business.
How can I directly contact Joel Feldman?
To contact Joel Feldman directly, you can use the email address ************@ubs.com. Complete contact information is available upon registration with Muraena.
Who is Joel Feldman?
Joel Feldman is a seasoned wealth advisor and managing director at Boenning & Scattergood, Inc., with extensive experience in financial advisory and nonprofit organization management. He has a strong background in leadership and business development, notably within the realms of annual giving and asset allocation. Joel has served on several boards, demonstrating his commitment to community service and nonprofit initiatives. His educational foundation in Finance from the American University - Kogod School of Business complements his professional expertise. With a career spanning over four decades, he has held various senior roles in prominent financial institutions, showcasing his stability in the finance sector. Joel's multifaceted experience positions him as a valuable asset in both corporate and nonprofit environments. He is not only adept at managing wealth but also passionate about charitable giving and community engagement. His leadership roles reflect a dedication to mentoring and guiding others in the financial industry.
Joel`s contact details
************@ubs.com
********@boenninginc.com
Colleagues
Chief Executive Officer
Chief Growth Officer
Chief External Relations Officer
Motherhood Community Member
Executive Director
Advisory Board Chair
Executive Director
Executive Director
Executive Director