Geoff Stein Email & Phone Number
Chief Investment Officer, Global Asset Allocation @ Fidelity Investments
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Geoff Stein Location
- Boston, MA, US
Geoff Stein Work
- 2023 -now Chief Investment Officer, Global Asset Allocation @
- 2009 -2023 Portfolio Manager @
- 2007 -2009 Chief Investment Officer, Charitable Gift Fund @
- 1996 -2007 SVP, Director of Portfolio Management, Strategic Advisers @
- 1994 -1996 Director of Portfolio Analysis, Fidelity Management and Research Co. @
- 1992 -1994 Director of Client Service @
- 1988 -1992 Consultant @ Cambridge Associates
Geoff Stein Education
- Stanford University Graduate School of Business
MBA
1986-1988 - Yale University
BA (Economics)
1980-1984
Geoff Stein Skills
- Mutual Funds
- Portfolio Management
- Asset Allocation
- Global Macro
- Financial Services
- Customer Service
- Data Analysis
- Project Management
Geoff Stein Summary
- Geoff Stein, based in Boston, MA, US, is currently a Chief Investment Officer, Global Asset Allocation at Fidelity Investments. Geoff Stein brings experience from previous roles at Fidelity Investments. Geoff Stein holds a 1986 - 1988 MBA @ Stanford University Graduate School of Business. With a robust skill set that includes Mutual Funds, Portfolio Management, Asset Allocation, Global Macro, Financial Services and more. Geoff Stein has 4 emails and 2 mobile phone numbers on RocketReach.
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