Eric Stein, CFA, also joins us via our partnership with East Bay Financial Services. Eric has over 20 years of investment industry experience. He has worked for a variety of firms, both large and small, including 7-plus years with Goldman Sachs Asset Management, where he held roles in areas such as performance measurement, client service, risk analysis, and portfolio construction. In 2001, Eric received his Chartered Financial Analyst® designation, widely regarded as the highest standard in the profession. His past roles, before joining East Bay Financial Services as a partner in 2018, also include serving as Chief Investment Officer for RSM U.S. Wealth Management for 10-plus years, where he oversaw approximately $6 billion in assets and provided strategic leadership and solutions for their national investment platform.
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