Joseph Feliciani, Jr.

Joseph Feliciani, Jr.: A Financial Services Veteran

Joseph Feliciani, Jr. is a seasoned professional renowned for his extensive career in the financial services industry. He earned a Bachelor of Business Administration (B.B.A.) degree in Accounting from Temple University, where he studied from January 1977 to January 1979. This educational foundation set the stage for his future endeavors in finance.

Career at BlackRock

Joseph's career milestones are marked by his long tenure at BlackRock, a global investment management corporation. He began his journey with BlackRock in July 1998 and served diligently until his retirement in April 2018. Over these two decades, he assumed various leadership roles and made noteworthy contributions to the company. As a Managing Director, he was also the Global Finance Director and Chief Accounting Officer. In these capacities, he oversaw the Global Controller's Group, Business Finance (Financial Planning & Analysis), Sourcing and Vendor Management, Financial Management Information Systems, Investment Product Support, and the Controls Group.

Key Roles and Contributions

In addition to these roles, Joseph held the position of Chief Financial Officer (CFO) of BlackRock Institutional Trust, Co. and was a key member of several committees within the firm. He was a part of the Global Operating Committee and the Corporate Risk Management Committee. His leadership extended to co-chairing the Corporate Controls Committee and chairing the Retirement Committee, demonstrating his broad influence and responsibility within the organization.

Post-Retirement Engagements

After retiring from BlackRock, Joseph didn't completely step away from the financial world. He joined the board of Focus Financial Partners in April 2019 and served until August 2023. His expertise and experience undoubtedly contributed to the governance and strategic direction of the firm during his tenure.

Skill Set and Proficiencies

Throughout his career, Joseph developed a wide-ranging skill set crucial to financial services. His proficiencies include:

• Corporate Finance
• Asset Management
• Financial Analysis
• Mergers & Acquisitions
• Financial Systems
• Financial Reporting
• Accounting

He is also well-versed in:

• Integration
• Sarbanes-Oxley compliance
• Internal Controls
• Risk Management
• Equities
• Management
• Investments
• Hedge Funds
• Financial Modeling

These competencies reflect his deep understanding and adaptability in the complex financial landscape.

Legacy of Leadership

Joseph Feliciani’s career journey showcases a commitment to excellence and leadership in the financial services industry. His achievements at BlackRock and contributions to Focus Financial Partners illustrate a legacy of impactful and dedicated service. Now based in New York, New York, his professional story remains an inspiring blueprint for aspiring financial professionals.