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Joel Feldman Location
Berwyn, PA, US
Joel Feldman Work
2023 -now Managing Director, Wealth Advisor @
2018 -now Managing Director, Private Client Group @
2017 -now President's Leadership Council @
2015 -now Board Member @
1984 -2020 Board Member @ Cystic Fibrosis Foundation, Delaware Valley Chapter
2015 -2018 Senior Vice President, Investments @
2010 -2017 Board Member @ Upper Merion Parks & Historic Foundation, McKaig Nature Center
2011 -2017 Chair of Partners In Progress @ Cystic Fibrosis Foundation
1997 -2015 Senior Vice President Wealth Management @
1982 -1997 Financial Advisor @
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., PennFuture, College Possible and Cystic Fibrosis Foundation, Delaware Valley Chapter. 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.
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