Jeffrey Stein Email & Phone Number
Executive Director, Financial Advisor, Portfolio Manager @ Morgan Stanley
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Jeffrey Stein Location
- New York, NY, US
Jeffrey Stein Work
- 2017 -now Executive Director, Financial Advisor, Portfolio Manager @
- 2015 -2017 Executive Director, Global Investment Office: Head of Investing With Impact Manager Research @
- 2013 -2017 Executive Director, Global Investment Office: Head of Stable Value Research @
- 2009 -2013 Vice President, Pension and Insurance Derivatives @
- 2007 -2009 Associate, Cross Asset Solutions and Strategies @
- 2004 -2005 Senior Associate @ Lehman Brothers
- 1999 -2004 Assistant Vice President @ ORIX USA Corp.
Jeffrey Stein Education
- Yale School of Management
(Wealth Management Theory & Practice (CPWA) Program)
2025-2026 - New York University - Leonard N. Stern School of Business
MBA (Quantitative Finance, Financial Instruments and Markets, & Corporate Finance)
2005-2007 - Boston University
BA (Economics)
1995-1999
Jeffrey Stein Skills
- Portfolio Management
- Asset Allocation
- Derivatives
- Multi-Asset Portfolio Management
- Investments
- Capital Markets
- Public Speaking
- Strategy
- Valuation
- Due Diligence
- Management
- Financial Risk
- Financial Modeling
- Asset Management
- Investing with Impact
- Fixed Income
- Finance
Jeffrey Stein Summary
- Jeffrey Stein, based in New York, NY, US, is currently a Executive Director, Financial Advisor, Portfolio Manager at Morgan Stanley. Jeffrey Stein brings experience from previous roles at Morgan Stanley, Bank of America Merrill Lynch and Banc of America Securities. Jeffrey Stein holds a 2025 - 2026 Yale School of Management. With a robust skill set that includes Portfolio Management, Asset Allocation, Derivatives, Multi-Asset Portfolio Management, Investments and more. Jeffrey Stein has 3 emails and 4 mobile phone numbers on RocketReach.
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