Eric Stein
- Role
- Partner at East Bay Investment Solutions
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Eric Stein
My goal at East Bay Investment Solutions is to be the go-to investment resource for…
Experience
Partner
Jan 2018 — Present
East Bay Investment Solutions provides investment solutions for advisors. We focus on the investment-related aspects of your practice so you can focus on your clients and growing your business. Our services read like a job description for a CIO (Chief Investment Officer) but are customized for each relationship, which is why we prefer the title \"Collaborative Investment Officer.\"
Education
Indiana University Bloomington
BS, Finance
Skills
- Investment Strategies
- Quantitative Research
- Team Leadership
- Presentation Skills
- Alternative Investments
- Endowments
- Risk
- Portfolio Management
- Wealth Management
- 401(K) Retirement Savings Plans
- Separately Managed Accounts
- Asset Allocation
- Capital Markets
- Uma
- Asset Location
- Relationship Building
- Tax Efficiency
- Retirement Solutions
- Due Diligence
- Mutual Funds
- Equities
- Financial Advisory
- Social Media Marketing
- Commodities
- Investments
- Etfs
- Retirement Planning
- Client Services
- Product Management
- Fixed Income
- 401k
- Financial Risk
- Independent Financial Advice
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