Adam Feldstein Email & Phone Number
Founder and Principal
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Adam Feldstein Location
- New York, NY, US
Adam Feldstein Work
- Founder and Principal @ Trifecta Advisory Corp (January 2026 - Present)
- Owner, Schooley Mitchell of Babylon @ (March 2026 - Present)
- Head of Product and Client Engagement, Asset Management @ (September 2021 - March 2026)
- Associate Director, Business Development @ (January 2020 - August 2021)
- Director, Key Accounts @ (September 2018 - January 2020)
- Director, Client Service @ (October 2013 - September 2018)
- Client Service Associate @ (December 2009 - October 2013)
- Mutual Fund Administration and Board Oversight @ (January 2009 - December 2009)
- Product Analyst @ (April 2008 - December 2008)
- Sales Consultant @ (December 2005 - March 2008)
- Internal Wholesaler @ Salomon Brothers (March 2004 - November 2005)
- Internal Wholesaler @ Legg Mason (January 2003 - January 2005)
Adam Feldstein Education
- State University of New York at Plattsburgh
Bachelor of Science - BS (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1997-2001
Adam Feldstein Skills
- Mutual Funds
- ETFs
- Closed-end Funds
- Asset Management
- Product Development
- Financial Services
- Portfolio Management
- CRM
- Series 7
- Investments
- Asset Managment
- Alternative Investments
- Asset Allocation
- Equities
- Analysis
- Fixed Income
- Customer Relationship Management (CRM)
- Securities
- Hedge Funds
- Wealth Management
- Series 63
- Customer Relationship Management Crm
- Closed End Funds
- Customer Relationship Management
Adam Feldstein Summary
- Adam Feldstein, based in New York, NY, US, is currently a Founder and Principal at Trifecta Advisory Corp. Adam Feldstein brings experience from previous roles at Schooley Mitchell, ISS Market Intelligence, Acuity Knowledge Partners and Strategic Insight. Adam Feldstein holds a 1997 - 2001 Bachelor of Science - BS in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ State University of New York at Plattsburgh. With a robust skill set that includes Mutual Funds, ETFs, Closed-end Funds, Asset Management, Product Development and more. Adam Feldstein has 3 emails and 2 mobile phone numbers on RocketReach.
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Adam Feldstein
Founder and Principal
New York, NY, US
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