David Feldman work email
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David Feldman personal email
David Feldman is Founder & CEO of Boulder View Capital. David 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. He has earned degrees in Aerospace Engineering (BS, University of Michigan) and business administration (MBA Finance, New York University). David worked at large financial firms including Chase Manhattan Bank, Dreyfus and MetLife, and at small firms, two of which he co-founded. The common theme across all these firms is working with clients to plan for and address investment goals.David is happily married to Bonnie, his wife of more than 30 years. Together, they raised two beautiful, smart and accomplished daughters, who have gone on to their own careers in law and medicine. David is a dedicated reader, fervent Michigan football fan and enjoys golf, playing guitar and listening to music.
Boulder View Capital
View- Website:
- boulderviewcapital.com
- Employees:
- 1
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Founder And CeoBoulder View CapitalWashington, Dc, Us
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Founder & CeoBoulder View Capital Jan 2020 - PresentNorthern Virginia AreaChange in life is inevitable. Sometimes it’s predictable and sometimes it’s a complete surprise. No one wants to feel insecure about their finances amid those changes. At Boulder View Capital, we help you contend with life’s changes, and integrate and organize your financial life. We’re committed to your success, and we will support you in a respectful and responsive way. We do this by working with you to develop and implement a comprehensive financial plan that is customized to your unique circumstances, finances and aspirations.As your partners on life’s path, we will strive to help you make better financial decisions, reduce stress about financial matters, enable you to take control of and feel confident about the pursuit of your financial goals – all so that you and your family can better enjoy all life has to offer.We offer financial guidance that is professional, clear and simple to understand, with your best interests at heart.Learn more at https://boulderviewcapital.com/
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FounderSelf-Employed Aug 2018 - Dec 2019Scottsdale, Az
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President & Co-Chief Investment OfficerPalladiem Llc Aug 2011 - Aug 2018 -
Director Of InvestmentsLockwood Advisors, Inc. Nov 2005 - Aug 2011 -
Vice PresidentMetlife Jul 1997 - May 2005 -
Senior Vice PresidentDreyfus Retirement Services Mar 1992 - Jul 1997
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Assistant TreasurerChase Manhattan Bank 1983 - 1986
David Feldman Skills
David Feldman Education Details
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Finance -
Aerospace Engineering
Frequently Asked Questions about David Feldman
What company does David Feldman work for?
David Feldman works for Boulder View Capital
What is David Feldman's role at the current company?
David Feldman's current role is Founder and CEO.
What is David Feldman's email address?
David Feldman's email address is dm****@****ast.net
What schools did David Feldman attend?
David Feldman attended Nyu Stern School Of Business, University Of Michigan.
What skills is David Feldman known for?
David Feldman has skills like Asset Allocation, Investment Strategies, Portfolio Management, Investment Advisory, Institutional Clients.
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