Joseph Plevelich, CFA
Joseph has seventeen years of experience in securities research and analysis having worked on both the buy-side and sell-side.
Joseph has seventeen years of experience in securities research and analysis having worked on both the buy-side and sell-side. In his prior role as a director and senior research analyst at Boenning & Scattergood, Joseph provided official coverage of 18 community banks in the Mid-Atlantic and Mid-West. He also developed proprietary state-level reports and composite score rankings, helping institutional investors unearth undervalued and overlooked smaller banks during the pandemic. Joseph began his career at Schneider Capital Management in 2004, where he served as Senior Vice President and was responsible for conducting buy-side research in the financial services, real estate, and energy sectors. During this time, he was also the lead analyst for 30 portfolio companies. Mr. Plevelich has a Bachelor of Science degree in Finance and Management from the Wharton School of the University of Pennsylvania. He previously obtained the Series 86 and 87 licenses, and he is currently a CFA® charter holder.