![Eric Stein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Eric Stein, CFA, is a Co-Chief Investment Strategist at Morton Brown Family Wealth LLC.
He assist with portfolio oversight, investment due diligence and development of investment models.
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 MBFW’s investment philosophy is aligned with each family’s unique financial plan. The appropriate blend of risk and return is central to investment performance that supports a family’s financial plan. | Marktstrateeg | - |
Seaside Wealth Management, Inc.
 Seaside Wealth Management, Inc. Investment ManagersFinance Seaside builds portfolios grounded in economic theory and backed by decades of empirical research. Their investment philosophy incorporates many of the principles of Modern Portfolio Theory. The firm invests primarily in passively managed investment vehicles, similar to index funds. | Marktstrateeg | - |
Eerdere bekende functies van Eric Stein
| Bedrijven | Functie | Einde |
|---|---|---|
Choreo LLC
 Choreo LLC Investment ManagersFinance Choreo provides clients with long-term strategies of low-cost and tax-efficient investments, built around their personal risk tolerance, to help them meet their financial objectives. | Corporate Officer/Principal | 10-01-2016 |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance GSMALP offers a wide array of investment strategies that span asset classes, industries, and geographies. The firm's products and services across a full range of asset classes including fixed income, money markets, public and private equity, commodities, hedge funds, and real estate. Clients access these solutions through GSAM's proprietary strategies, strategic partnerships, and open architecture programs. | Corporate Officer/Principal | 01-01-2005 |
East Bay Branch (35291)
 East Bay Branch (35291) Regional BanksFinance Operates as a bank branch | Corporate Officer/Principal | - |
Opleiding van Eric Stein
Ervaring
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Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
84
Eerstegraads connecties
6
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Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance GSMALP offers a wide array of investment strategies that span asset classes, industries, and geographies. The firm's products and services across a full range of asset classes including fixed income, money markets, public and private equity, commodities, hedge funds, and real estate. Clients access these solutions through GSAM's proprietary strategies, strategic partnerships, and open architecture programs. | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Choreo LLC
Choreo LLC Investment ManagersFinance Choreo provides clients with long-term strategies of low-cost and tax-efficient investments, built around their personal risk tolerance, to help them meet their financial objectives. | Finance |
Seaside Wealth Management, Inc.
Seaside Wealth Management, Inc. Investment ManagersFinance Seaside builds portfolios grounded in economic theory and backed by decades of empirical research. Their investment philosophy incorporates many of the principles of Modern Portfolio Theory. The firm invests primarily in passively managed investment vehicles, similar to index funds. | Finance |
Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC Investment ManagersFinance MBFW’s investment philosophy is aligned with each family’s unique financial plan. The appropriate blend of risk and return is central to investment performance that supports a family’s financial plan. | Finance |
East Bay Branch (35291)
East Bay Branch (35291) Regional BanksFinance Operates as a bank branch | Finance |
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