Joseph Feinberg
President / Chairman of the Board, & Philanthropist at Joseph & Bessie Feinberg Foundation | Greater Chicago Area
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Joseph Feinberg serves as the President and Chairman of the Board at the Joseph and Bessie Feinberg Foundation, where he leverages his extensive background in investment and wealth management to drive impactful philanthropic initiatives. With a career that began in the fifth grade and evolved through hands-on experience in the markets and estate planning, Joe has cultivated a deep understanding of financial strategies that benefit both individuals and communities. His tenure at Dean Witter and Morgan Stanley as a Wealth Advisor and Executive Director has equipped him with a robust skill set in portfolio management, retirement planning, and investment analysis, which he now applies to the foundation's mission.
Under Joe's leadership, the Feinberg Foundation has become a beacon of social impact investing, focusing on community-based organizations that uplift economically underserved populations in Chicago and Los Angeles. The foundation's commitment to effective community and cultural investments is evident in its support for initiatives that foster education, health, and economic empowerment. Joe’s expertise in estate planning and structured investments enhances the foundation's ability to create sustainable funding models that ensure long-term benefits for the communities it serves.
In addition to his philanthropic endeavors, Joe is a strong advocate for leadership in the nonprofit sector, emphasizing the importance of strategic partnerships and innovative funding solutions. His skills in correlation and regression analysis further enable the foundation to assess the impact of its investments, ensuring that resources are allocated efficiently and effectively. Through his visionary leadership, Joseph Feinberg continues to inspire change and promote social equity, making a lasting difference in the lives of many.
President / Chairman of the Board, & Philanthropist at Joseph & Bessie Feinberg Foundation in January 2002 to Present
Managing Director at The Feinberg Stein Group at Hightower in December 2015 to Present
Executive Director - Portfolio Management Director - Wealth Advisor at Morgan Stanley at Morgan Stanley Investment Management in January 1993 to December 2015
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General Product / Securities Licenses
Series 3,7,9,10,31.63,65
National Commodities Future
General Securities Representative
Futures Managed Funds
Principle / State Securities Licenses
General Securities Sales Supervisor
Uniform Securities Agent State Law
Uniform Investment Advisor Law
Insurance Licenses
Variable Contracts
Life & Health
Profesional Certifications & Education
Professional Investment Manager
Addressing Your Fiduciary Responsibilities
401K, 403b, & Other Retirement Planning
Conveying Asset Allocation Concepts
Asset Allocation Concepts
Structured Investments
Single-Inverse ETF Training
Derivatives: National Commodities Futures, Futures Managed Funds
Single-Inverse ETF Training, & Structured Intevestment
Money Laundering: How to Detect It, Prevent It & Report It
Activities Involving U.S. Government Officials and U.S. Government Entities
New Professional Investment Management
Counterparts Credit Risk and the Concept of Bilateral CVA
Understanding the Municipal Non-Traditional and Corporate & Municipal High Yield
Putting Clients Interest First: Recognizing and Addressing Conflicts of Interest
Correlation & Regression Analysis
Credit Default Swaps & Bond Hedging with Swaps
Estate Planning
Working With Senior and Vulnerable Investors
Estate Planning (Top Producer)- Retired
CAP: Charitable Giving (The American College)
CFP: Financial Planning: Process and Environment (The American College)
Correlation & Regression Analysis By Institution
Identity Theft Prevention MS
ERISA Survey and Policy Statement MS Compliance Verification
Code OF Ethics and Business Conduct MS
Leading with Integrity
Investments
Management
Finance
Portfolio Management
Strategic Planning
Leadership
Marketing
Nonprofits
Sales
Nonprofit Organizations
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What is Joseph Feinberg email address?
Email Joseph Feinberg at [email protected] and [email protected]. This email is the most updated Joseph Feinberg email found in 2026.
What is Joseph Feinberg phone number?
Joseph Feinberg phone number is +18184824877 and +18048520899.
How to contact Joseph Feinberg?
To contact Joseph Feinberg send an email to [email protected] or [email protected]. If you want to call Joseph Feinberg try calling on +18184824877 and +18048520899. (updated on October 23, 2024)
What is Joseph Feinberg net worth?
Joseph Feinberg has an estimated net worth of $750,000 to $999,999
What company does Joseph Feinberg work for?
Joseph Feinberg works for Joseph & Bessie Feinberg Foundation
What is Joseph Feinberg's role at Joseph & Bessie Feinberg Foundation?
Joseph Feinberg is President / Chairman of the Board, & Philanthropist
What industry does Joseph Feinberg work in?
Joseph Feinberg works in the Financial Services industry.
Joseph Feinberg Email Addresses
Joseph Feinberg Phone Numbers
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