David Stein: Personal Investing Philosophy and Process- PLUS: Portfolio Management in Turbulent Markets

David Stein – Money for the Rest of Us

For close to two decades David advised and managed assets for institutions and financial planners. David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where he co-headed the 21-person research group.

David co-founded the firm’s $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager.

David perfected his teaching style as an investment consultant to numerous not-for-profit institutions where he assisted the board and staff in overseeing billions of dollars in endowment assets.

His former institutional clients include The Texas A&M University System, the University of Puget Sound, and the Sierra Club Foundation.