Vice President, Portfolio Construction @ (August 2018 - June 2021)
Vice President, Equity Manager Research @ (October 2014 - August 2018)
Vice President, Equity Research Analyst @ (September 2003 - November 2008)
Vice President, Quantitative Analyst @ (October 2001 - September 2003)
Vice President, Client Service @ Boston Partners Asset Management L.P. (January 2000 - July 2001)
Market and Client Service Associate @ Boston Partners Asset Management L.P. (November 1997 - December 1999)
Performance Analyst @ (April 1996 - October 1997)
Operations Analyst @ (November 1994 - April 1996)
Bethany Stein Education
Syracuse University - Martin J. Whitman School of Management
MBA (Finance)
1992-1994
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS) (Marketing)
1988-1992
Bethany Stein Skills
Securities
Financial Modeling
Capital Markets
Derivatives
Valuation
Investments
Microsoft Excel
Trading
Asset Allocation
Financial Analysis
Equities
Investment Management
Equity Research
Bethany Stein Summary
Bethany Stein, based in Philadelphia, PA, US, is currently a Director, Senior Investment Strategist at PNC. Bethany Stein brings experience from previous roles at PNC and BlackRock. Bethany Stein holds a 1992 - 1994 MBA in Finance @ Syracuse University - Martin J. Whitman School of Management. With a robust skill set that includes Securities, Financial Modeling, Capital Markets, Derivatives, Valuation and more. Bethany Stein has 2 emails and 3 mobile phone numbers on RocketReach.
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