Joseph M. Plevelich, CFA®

Director | Senior Analyst - Banks


Joseph Plevelich joined Boenning & Scattergood in June of 2020 and serves as Director and Senior Research Analyst covering the banking sector. Previously, Joe was Senior Analyst on the buy side at Schneider Capital Management in Wayne, PA, where he was responsible for the financial services, REIT, and energy sectors for the past 15 years. After joining Schneider right out of college in 2004 to supplement its research efforts, Joe quickly advanced through the ranks and became the youngest partner in the firm’s history. Following the Great Recession, Joe was instrumental in Schneider’s many successful bank recapitalization investments in the 2009 to 2011 period, which, along with his other timely and bold bank stock recommendations, helped catapult the firm’s mutual fund to the top position in Barron’s Q4 12 performance ranking for the small-cap value category. Joe holds a BS in Finance and Management from the Wharton School at the University of Pennsylvania and is a CFA® charterholder.

Joe currently resides in Wayne, PA and is an avid runner and golfer. He is a volunteer hospitality official for the Penn Relays and a former state indoor meet record holder in the 800M in track and field.