Eric Stein

Market Strategist at

Morton Brown Family Wealth LLC

Finance

Consumer Services

Profile

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.

Eric Stein active positions

Companies	Position	Start
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.	Market Strategist	-
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.	Market Strategist	-

All active positions of Eric Stein

Former positions of Eric Stein

Companies	Position	End
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	-

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Training of Eric Stein

Experiences
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Linked companies

Private companies	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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