President's Leadership Council @ (February 2017 - Present)
Board Member @ (August 2015 - Present)
Board Member @ Cystic Fibrosis Foundation, Delaware Valley Chapter (February 1984 - August 2020)
Senior Vice President, Investments @ (January 2015 - November 2018)
Board Member @ Upper Merion Parks & Historic Foundation, McKaig Nature Center (January 2010 - July 2017)
Chair of Partners In Progress @ Cystic Fibrosis Foundation (January 2011 - March 2017)
Senior Vice President Wealth Management @ (May 1997 - January 2015)
Financial Advisor @ (September 1982 - May 1997)
Joel Feldman Education
American University - Kogod School of Business
Finance (Finance and Financial Management Services)
1976-1980
Joel Feldman Skills
Annual Giving
Investments
Financial Advisory
Asset Allocation
Wealth Management
Leadership
Nonprofits
Joel Feldman Summary
Joel Feldman, based in Berwyn, PA, US, is currently a Managing Director, Private Client Group at Boenning & Scattergood, Inc.. Joel Feldman brings experience from previous roles at Boenning & Scattergood, Inc., LPL Financial, PennFuture and College Possible. Joel Feldman holds a 1976 - 1980 Finance in Finance and Financial Management Services @ American University - Kogod School of Business. With a robust skill set that includes Annual Giving, Investments, Financial Advisory, Asset Allocation, Wealth Management and more. Joel Feldman has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Joel Feldman?
Find contact details for 700 million professionals.