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Joel Feldman

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Joel Feldman

Managing Director, Wealth Advisor | College Possible

Conshohocken, Pennsylvania, United States

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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.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Joel Feldman

Work Experience

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Managing Director, Wealth Advisor at

Boenning & Scattergood, Inc.

February 2023 - Present

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Managing Director, Private Client Group at

Boenning & Scattergood, Inc.

November 2018 - Present

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President's Leadership Council at

PennFuture

February 2017 - Present

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Board Member at

College Possible

August 2015 - Present

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Board Member at

Cystic Fibrosis Foundation Delaware Valley Chapter

February 1984 - August 2020

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Senior Vice President, Investments at

Raymond James Financial, Inc.

January 2015 - November 2018

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Board Member at

Upper Merion Parks And Historic Foundation Mckaig Nature Center

January 2010 - July 2017

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Chair of Partners In Progress at

Cystic Fibrosis Foundation

January 2011 - March 2017

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Senior Vice President Wealth Management at

UBS Group AG

May 1997 - January 2015

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Financial Advisor at

Tucker Anthony & R.L. Day, Inc.

September 1982 - May 1997

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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

mail

************@ubs.com

********@boenninginc.com

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