David Michael Feldman

Chief Executive Officer at

Boulder View Capital LLC

Finance

Consumer Services

Profile

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.

David Michael Feldman active positions

Companies	Position	Start
Boulder View Capital LLC Boulder View Capital LLC Investment ManagersFinance Provides investment advice	Chief Executive Officer	01/01/2019

All active positions of David Michael Feldman

Former positions of David Michael Feldman

Companies	Position	End
Palladiem LLC Palladiem LLC Investment ManagersFinance Palladiem focuses on a long-term approach to managing diversified portfolios for investors that best meets their long-term financial objectives. The firm manages diversified, multi-asset class portfolios that include a variety of styles, strategies, and investment vehicles. They tend to favor investments at discounts to conservative estimates of their intrinsic value. As global investors, Palladiem looks for investments across markets as they seek to improve risk-adjusted performance.	President	01/08/2018
Chase Investors Management Corp.	Corporate Officer/Principal	-
The Chase Manhattan Bank NA The Chase Manhattan Bank NA Major BanksFinance Operates commercial bank	Corporate Officer/Principal	-
BNY Mellon Investment Adviser, Inc. BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability.	Corporate Officer/Principal	-
Brighthouse Investment Advisers LLC Brighthouse Investment Advisers LLC Investment ManagersFinance BIA advises the Marquis Portfolios solely through the provision of asset allocation models. To develop and update the asset allocation models for the Marquis program, the firm currently follows the recommendations of an independent third-party consultant. From time to time, they may select a different consultant, to the extent permitted under applicable law.	Corporate Officer/Principal	-

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Private companies	10
BNY Mellon Investment Adviser, Inc. BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability.	Finance
The Chase Manhattan Bank NA The Chase Manhattan Bank NA Major BanksFinance Operates commercial bank	Finance
Brighthouse Investment Advisers LLC Brighthouse Investment Advisers LLC Investment ManagersFinance BIA advises the Marquis Portfolios solely through the provision of asset allocation models. To develop and update the asset allocation models for the Marquis program, the firm currently follows the recommendations of an independent third-party consultant. From time to time, they may select a different consultant, to the extent permitted under applicable law.	Finance
BNY Mellon Advisors, Inc. BNY Mellon Advisors, Inc. Investment ManagersFinance BNYMA’s philosophy and investment process applies a comprehensive, long-term approach to portfolio construction, with an emphasis on downside risk management.	Finance
Pershing LLC Pershing LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Chase Investors Management Corp.
Palladiem LLC Palladiem LLC Investment ManagersFinance Palladiem focuses on a long-term approach to managing diversified portfolios for investors that best meets their long-term financial objectives. The firm manages diversified, multi-asset class portfolios that include a variety of styles, strategies, and investment vehicles. They tend to favor investments at discounts to conservative estimates of their intrinsic value. As global investors, Palladiem looks for investments across markets as they seek to improve risk-adjusted performance.	Finance
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boulder View Capital LLC Boulder View Capital LLC Investment ManagersFinance Provides investment advice	Finance