Eric Stein
Marktstrateeg bij Morton Brown Family Wealth LLC
Profiel
Mr. Eric Stein, CFA, is a Co-Chief Investment Strategist at Morton Brown Family Wealth LLC.
He has teamed up with Morton Brown Family Wealth to provide a robust investing experience.
He offers in-depth knowledge, market analysis, extensive experience, and strong communication skills to the firm’s advisory team.
Prior to joining East Bay, Mr. Stein worked for a variety of firms, both large and small.
This includes 7+ years with Goldman Sachs Asset Management where he held roles in areas such as performance measurement, client service, risk analysis, and portfolio construction.
During his tenure there, he had the opportunity to cover many different types of asset classes, vehicles, and client types.
He also worked at RSM U.S.
Wealth Management for over 10 years, serving as the Chief Investment Officer while providing strategic leadership and solutions for their national investment platform.
He is a proud graduate of Indiana University where he earned a B.S.
in Finance.
He also earned the Chartered Financial Analyst designation in 2001.
Actieve functies van Eric Stein
| Bedrijven | Functie | Begin |
|---|---|---|
Morton Brown Family Wealth LLC
 Morton Brown Family Wealth LLC Investment ManagersFinance Morton Brown Family Wealth LLC (MBFW) is an independent registered investment advisor headquartered in Allentown, Pennsylvania. The firm was founded in 2018 and is principally owned by Kathryn M. Brown and Dennis Morton, Jr. MBFW provides discretionary and non-discretionary investment advisory services to high net worth individuals and families, small business owners and professionals. | Marktstrateeg | - |
Seaside Wealth Management, Inc.
 Seaside Wealth Management, Inc. Investment ManagersFinance Seaside Wealth Management, Inc. (Seaside) is an independent registered investment advisor headquartered in Carlsbad, California. The firm was founded by Bradley Lineberger in 2011. Seaside provides investment advisory services to individual and institutional clients. | Marktstrateeg | - |
Eerdere bekende functies van Eric Stein
| Bedrijven | Functie | Einde |
|---|---|---|
Choreo LLC
 Choreo LLC Investment ManagersFinance Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types. | Corporate Officer/Principal | 10-01-2016 |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Corporate Officer/Principal | 01-01-2005 |
| East Bay Branch (35291) | Corporate Officer/Principal | - |
Opleiding van Eric Stein
| Indiana University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC Investment ManagersFinance Morton Brown Family Wealth LLC (MBFW) is an independent registered investment advisor headquartered in Allentown, Pennsylvania. The firm was founded in 2018 and is principally owned by Kathryn M. Brown and Dennis Morton, Jr. MBFW provides discretionary and non-discretionary investment advisory services to high net worth individuals and families, small business owners and professionals. | Finance |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Finance |
| East Bay Branch (35291) | Finance |
Choreo LLC
Choreo LLC Investment ManagersFinance Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types. | Finance |
Seaside Wealth Management, Inc.
Seaside Wealth Management, Inc. Investment ManagersFinance Seaside Wealth Management, Inc. (Seaside) is an independent registered investment advisor headquartered in Carlsbad, California. The firm was founded by Bradley Lineberger in 2011. Seaside provides investment advisory services to individual and institutional clients. | Finance |
