Gil J. Feldman

Vice President Investments
Phone: 
248.539.9258
Fax: 
248.539-8283

Gil J. Feldman is the Director, The Enterprise Securities Company at Pappas Financial Investments (PFI). As the head of the investment department, he manages over $200 million of investments, and is responsible for a wide array of investments ranging from the traditional stocks and bonds, to the alternative investments that include oil and gas royalty funds, real estate limited partnerships, venture capital and a Chinese hedge fund.

Gil’s focus is working with Pappas Financial’s individual and institutional clients, providing guidance to their investment management, organization, and financial well-being. He founded and manages the Pappas Financial Investments’ proprietary investment models, with a strong focus on Risk Adjusted Performance.

Among many of his accomplishments, Gil actively conducts due diligence with various managers, making on-site visits, participating on conference calls and having direct conversations with portfolio managers. He also publishes the Pappas Financial Quarterly Outlook, a summary of Pappas Financial’s perspective of the economy and markets.

Before Pappas Financial Investments, Gil worked as a financial advisor with both UBS Financial Services and A.G. Edwards & Sons.

He holds FINRA Series 7 and 63 securities licenses and is a Certified Financial Planner (CFP®). He is also a Board member of several charitable organizations.

Gil received a BA in philosophy from Columbia University in New York and an MBA from Walsh College.

Director, Insurance Operations
Operations Manager, The Enterprise Investment Company
Bookkeeper
Client Relationship Associate
Vice President Investments
New Business / Underwriting
Agency Support
Underwriting Coordinator
Senior Case Design
CFO and HR Manager
Financial Advisor
President & CEO
Vice President, C.O.O. and C.T.O
Executive Assistant to Norm Pappas
Client Service Coordinator
Plan Administrator