Josh Feldstein is a seasoned financial services professional with over 30 years of experience in market data, financial markets, strategic sourcing, and vendor management. His deep expertise spans asset management, investment banking, capital markets, and trading, making him a sought-after authority in financial data acquisition and rights management. Throughout his career, he has worked with leading global institutions, managing critical relationships with vendors such as IHS Markit, MSCI, FTSE/Russell, Moody’s, S&P, and ICE Data Services.
As a market data sourcing strategist at Marsh McLennan, Josh is responsible for developing a global category strategy for market data and analytics. He has successfully negotiated multi-million-dollar contracts, optimized vendor relationships, and driven strategic cost savings initiatives. His expertise in contract structuring, risk mitigation, and cost optimization has resulted in measurable financial benefits, reinforcing his value as a leader in market data procurement.
Prior to his role at Marsh McLennan, Josh served as vice president and senior consultant at Northern Trust, where he managed global pricing, reference data, and ratings provider relationships. He played a key role in negotiating the commercial structure and terms for major vendor agreements, resulting in over $1.2 million in savings and $1.5 million in cost avoidance. His ability to align vendor strategies with long-term business objectives proved instrumental in optimizing financial services operations.
Josh’s career also includes a tenure at Vanguard, where he was responsible for managing global exchange relationships and strategic sourcing initiatives. His work at Bank of America as a vice president of market data sourcing solidified his reputation as a leader in market data procurement. During his time there, he successfully negotiated contracts for investment banking, fixed income, and equity research, delivering over $4 million in cost savings.
Beyond corporate leadership, Josh has a strong academic and educational background. As a private tutor and lecturer, he has mentored individuals in finance, history, political science, and philosophy. His passion for education extends to helping professionals prepare for licensing exams, such as the Series 7 and 63, as well as providing insights into financial markets and banking regulations. His ability to break down complex financial topics and make them accessible has positioned him as a valuable mentor and thought leader.
Josh is also a respected speaker and author in the market data industry. He has presented at industry conferences and panels, sharing his insights on regulatory impacts, market data sourcing, and vendor compliance. Additionally, his work has been published in trade journals such as Inside Market Data, where he provides in-depth analysis on financial markets and emerging trends.
Throughout his career, Josh has worked extensively with international teams and exchanges, building strong global partnerships. His expertise in negotiating and managing cross-border contracts has given him a unique perspective on the challenges and opportunities in global financial data markets. His ability to navigate complex regulatory landscapes ensures that companies remain compliant while maximizing operational efficiency.
Josh’s expertise is further complemented by his multilingual abilities. Fluent in Hebrew and proficient in Latin, he brings an additional layer of cultural and linguistic versatility to his professional interactions. His ability to communicate effectively across diverse teams enhances his leadership in international business environments.
Driven by a commitment to strategic growth and industry impact, Josh is currently seeking board opportunities where he can leverage his experience to contribute to corporate governance, drive change, and shape the future of financial services. He believes that board membership should focus on what is best for the company, ensuring long-term sustainability and success. His strategic vision and ability to align business needs with market realities make him a strong candidate for board positions in financial institutions, data providers, and investment firms.
Outside of work, Josh has a deep passion for travel and family, valuing the experiences and perspectives gained through global exploration. His personal motto, drawn from the Book of Solomon—“As I learn without guile I impart without envy; I do not hide her riches”.—reflects his lifelong dedication to knowledge-sharing, professional integrity, and leadership excellence.
Character:
Josh is a principled and integrity-driven leader, consistently advocating for ethical decision-making and long-term strategic growth. His reputation for fairness and transparency has earned him the trust of colleagues, clients, and industry peers.
Knowledge:
With three decades of expertise in financial services, Josh possesses an unparalleled understanding of market data, investment processes, and vendor compliance. His ability to interpret complex financial trends and regulatory frameworks makes him an invaluable asset to any organization.
Strategic:
Josh excels at aligning business objectives with market realities, ensuring organizations make informed decisions that drive cost efficiency and operational effectiveness. His leadership in contract negotiations and risk management has saved firms millions in expenditures.
Communication:
As a published author, speaker, and mentor, Josh has a proven ability to articulate complex financial concepts with clarity and precision. His multilingual skills and experience with international markets further enhance his ability to build strong professional relationships across diverse business environments.
