Eric Stein Email & Phone Number
Partner @ East Bay Investment Solutions
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Eric Stein Location
- Charlotte, NC, US
Eric Stein Work
- Partner @ (January 2018 - Present)
- Vice President @ (January 2017 - January 2018)
- Chief Investment Officer @ RSM US Wealth Management LLC (January 2005 - January 2016)
- Vice President @ (January 2002 - January 2005)
- Vice President @ (January 2000 - January 2002)
- Associate @ (January 1999 - January 2000)
- Senior Analyst @ (January 1998 - January 1999)
- Performance Analyst @ (January 1995 - January 1998)
- Bank Management Program @ (January 1994 - January 1995)
Eric Stein Education
- Indiana University Bloomington
BS (Finance)
Eric Stein Skills
- Alternative Investments
- Financial Advisory
- Presentation Skills
- Independent Financial Advice
- Banking
- Commodities
- Fixed Income
- Retirement Planning
- Portfolio Management
- Capital Markets
- Investments
- Financial Risk
- Endowments
- Client Services
- Business Analysis
- Team Leadership
- 401K Retirement Savings Plans
- 401k
- Asset Allocation
- Strategy
- Equities
- Wealth Management
- Mutual Funds
- Relationship Building
- Investment Strategies
- Separately Managed Accounts
- Product Management
- Uma
- Financial Analysis
- Social Media Marketing
- Retirement Solutions
- Project Management
- Quantitative Research
- Due Diligence
- ETFs
- Risk
- Tax Efficiency
- Asset Location
- Public Speaking
- International Investment
- Correlation Analysis
- Small Cap
- 401 Retirement Savings Plans
Eric Stein Summary
- Eric Stein, based in Charlotte, NC, US, is currently a Partner at East Bay Investment Solutions. Eric Stein brings experience from previous roles at Nuveen, RSM US Wealth Management LLC and Goldman Sachs. Eric Stein holds a BS in Finance @ Indiana University Bloomington. With a robust skill set that includes Alternative Investments, Financial Advisory, Presentation Skills, Independent Financial Advice, Banking and more. Eric Stein has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Eric Stein?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co