David Michael Feldman
Directeur Général chez Boulder View Capital LLC
Profil
Mr. David M.
Feldman is a Founder & Chief Executive Officer at Boulder View Capital LLC.
He has more than 35 years of investment and financial services experience, and over the course of his career has worked with clients ranging from large pension funds to individual clients with $25,000 portfolios.
Mr. Feldman was previously employed as a President & Co-Chief Investment Officer by Palladiem LLC, a Director of Investments by Lockwood Advisors, Inc., a Head of Investments by BNY Mellon Investment Adviser, Inc., a Vice President by Brighthouse Investment Advisers LLC, an Investment Officer by Chase Investors Management Corp., and a Principal by The Chase Manhattan Bank NA.
He also served on the board at Pershing LLC.
He received his undergraduate degree from the University of Michigan and an MBA from The Leonard N Stern School of Business.
Postes actifs de David Michael Feldman
| Sociétés | Poste | Début |
|---|---|---|
Boulder View Capital LLC
 Boulder View Capital LLC Investment ManagersFinance Boulder View Capital LLC provides investment advice. The American company was founded in 2019 by David Michael Feldman. David Michael Feldman has been the CEO since 2019. | Directeur Général | 01/01/2019 |
Anciens postes connus de David Michael Feldman
| Sociétés | Poste | Fin |
|---|---|---|
Palladiem LLC
 Palladiem LLC Investment ManagersFinance Palladiem LLC is an independent, SEC-registered investment adviser headquartered in Bryn Mawr, Pennsylvania. The firm was founded in 2011 and is majority owned by Donald Robinson and AC-Palladiem LLC. Palladiem provides discretionary and non-discretionary investment advisory services to institutional and high-net-worth investors in the form of separate accounts through financial intermediaries. | President | 01/08/2018 |
| Chase Investors Management Corp. | Corporate Officer/Principal | - |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | - |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Corporate Officer/Principal | - |
Brighthouse Investment Advisers LLC
 Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Corporate Officer/Principal | - |
Formation de David Michael Feldman
| The Leonard N Stern School of Business | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Palladiem LLC
Palladiem LLC Investment ManagersFinance Palladiem LLC is an independent, SEC-registered investment adviser headquartered in Bryn Mawr, Pennsylvania. The firm was founded in 2011 and is majority owned by Donald Robinson and AC-Palladiem LLC. Palladiem provides discretionary and non-discretionary investment advisory services to institutional and high-net-worth investors in the form of separate accounts through financial intermediaries. | Finance |
BNY Mellon Advisors, Inc.
 BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Finance |
Pershing LLC
 Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Finance |
Brighthouse Investment Advisers LLC
Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Finance |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
| Chase Investors Management Corp. | |
Boulder View Capital LLC
Boulder View Capital LLC Investment ManagersFinance Boulder View Capital LLC provides investment advice. The American company was founded in 2019 by David Michael Feldman. David Michael Feldman has been the CEO since 2019. | Finance |
