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Geoff Stein
Gestore di Portafoglio-Azioni presso Fidelity Management & Research Co. LLC
Profilo
Mr. Geoffrey D.
Stein, CFA MBA, is a Portfolio Manager at Fidelity Management & Research Co. LLC.
In this role, Mr. Stein serves as manager for several multi-asset class mutual funds and subadvisory accounts for U.S.
and Canadian investors.
He focuses primarily on active asset allocation.
Mr. Stein was previously employed as a Chief Investment Officer by Fidelity Investments Charitable Gift Fund, a Director of Client Service by Jacobs Levy Equity Management, Inc., a Consultant by Cambridge Associates LLC, and a Senior Vice President by Strategic Advisers, Inc. He also served on the board at FMR Co., Inc. He has been in the financial industry since 1988.
He earned his bachelor of arts degree in economics from Yale University and his master of business administration degree from Stanford University.
He is also a CFA charterholder and member of the CFA Institute and CFA Society Boston.
Posizioni attive di Geoff Stein
Società | Posizione | Inizio |
---|---|---|
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Gestore di Portafoglio-Azioni | 01/01/2009 |
Precedenti posizioni note di Geoff Stein
Società | Posizione | Fine |
---|---|---|
Fidelity Investments Charitable Gift Fund
![]() Fidelity Investments Charitable Gift Fund Investment Trusts/Mutual FundsMiscellaneous Fidelity Investments Charitable Gift Fund operates as an independent public charity with a donor-advised fund program. Its is a charitable giving vehicle that combines immediate tax benefits with the ability to support charities on a flexible timetable. The charity was founded in 1991 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Jacobs Levy Equity Management, Inc.
![]() Jacobs Levy Equity Management, Inc. Investment ManagersFinance Jacobs Levy Equity Management, Inc. (Jacobs Levy) is an independent, SEC-registered investment advisor headquartered in Florham Park, New Jersey. The firm was founded in 1986 by Bruce Jacobs and Ken Levy. Jacobs Levy provides investment advisory services to institutional investors such as public and private pension and profit-sharing plans, endowments, foundations, and other charitable organizations, banks and thrift institutions, investment companies, private funds, trusts, estates, corporations, and other business entities. | Corporate Officer/Principal | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Corporate Officer/Principal | - |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - |
FMR Co., Inc.
![]() FMR Co., Inc. Investment ManagersFinance FMR Co., Inc. (FMRC) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Fidelity Management & Research Co. (FMR), which itself is wholly-owned by FMR LLC in the US. FMRC provides investment supervisory services, including sub-advisory services, to institutional accounts, principally open-end investment and ETFs. They also serves as sub-adviser to equity and high income mutual funds and institutional accounts, and equity and high income portions of mutual funds and institutional accounts, managed by FMR. | Corporate Officer/Principal | - |
Formazione di Geoff Stein
Yale University | Undergraduate Degree |
Stanford Graduate School of Business | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 6 |
---|---|
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Jacobs Levy Equity Management, Inc.
![]() Jacobs Levy Equity Management, Inc. Investment ManagersFinance Jacobs Levy Equity Management, Inc. (Jacobs Levy) is an independent, SEC-registered investment advisor headquartered in Florham Park, New Jersey. The firm was founded in 1986 by Bruce Jacobs and Ken Levy. Jacobs Levy provides investment advisory services to institutional investors such as public and private pension and profit-sharing plans, endowments, foundations, and other charitable organizations, banks and thrift institutions, investment companies, private funds, trusts, estates, corporations, and other business entities. | Finance |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Finance |
FMR Co., Inc.
![]() FMR Co., Inc. Investment ManagersFinance FMR Co., Inc. (FMRC) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Fidelity Management & Research Co. (FMR), which itself is wholly-owned by FMR LLC in the US. FMRC provides investment supervisory services, including sub-advisory services, to institutional accounts, principally open-end investment and ETFs. They also serves as sub-adviser to equity and high income mutual funds and institutional accounts, and equity and high income portions of mutual funds and institutional accounts, managed by FMR. | Finance |
Fidelity Investments Charitable Gift Fund
![]() Fidelity Investments Charitable Gift Fund Investment Trusts/Mutual FundsMiscellaneous Fidelity Investments Charitable Gift Fund operates as an independent public charity with a donor-advised fund program. Its is a charitable giving vehicle that combines immediate tax benefits with the ability to support charities on a flexible timetable. The charity was founded in 1991 and is headquartered in Boston, MA. | Miscellaneous |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
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