Geoff Stein

Geoff Stein

Portfolio Manager-Equities at Fidelity Management & Research Co. LLC

Finance
Consumer Services
Miscellaneous

Profile

Mr. Geoffrey D.
Stein, CFA MBA, is a Portfolio Manager at Fidelity Management & Research Co. LLC.
In this role, Mr. Stein serves as manager for several multi-asset class mutual funds and subadvisory accounts for U.S.
and Canadian investors.
He focuses primarily on active asset allocation.
Mr. Stein was previously employed as a Chief Investment Officer by Fidelity Investments Charitable Gift Fund, a Director of Client Service by Jacobs Levy Equity Management, Inc., a Consultant by Cambridge Associates LLC, and a Senior Vice President by Strategic Advisers, Inc. He also served on the board at FMR Co., Inc. He has been in the financial industry since 1988.
He earned his bachelor of arts degree in economics from Yale University and his master of business administration degree from Stanford University.
He is also a CFA charterholder and member of the CFA Institute and CFA Society Boston.

Geoff Stein active positions

CompaniesPositionStart
Portfolio Manager-Equities 2008-12-31
All active positions of Geoff Stein

Former positions of Geoff Stein

CompaniesPositionEnd
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
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Training of Geoff Stein

Yale University Undergraduate Degree
Stanford Graduate School of Business Masters Business Admin

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

8

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies6

Finance

Finance

Miscellaneous

Finance

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