ERIC BRINGS A PASSION FOR INVESTING AND ENJOYS SHARING HIS KNOWLEDGE AND EXPERIENCE WITH HIS COLLEAGUES.
He strongly believes that individuals should focus on investing for the future while avoiding media hype or market hysteria. As a Partner with East Bay Investment Solutions, Eric has teamed up with Morton Brown Family Wealth to provide a robust investing experience. Eric offers in-depth knowledge, market analysis, extensive experience, and strong communication skills to the firm’s advisory team.
Prior to joining East Bay, Eric worked for a variety of firms, both large and small. This includes 7+ years with Goldman Sachs Asset Management where he held roles in areas such as performance measurement, client service, risk analysis, and portfolio construction. During his tenure there, Eric had the opportunity to cover many different types of asset classes, vehicles, and client types. Eric also worked at RSM U.S. Wealth Management for over 10 years, serving as the Chief Investment Officer while providing strategic leadership and solutions for their national investment platform.
Eric is a proud graduate of Indiana University where he earned a B.S. in Finance. He also earned the Chartered Financial Analyst (CFA) designation in 2001 and continues to stay involved in the local CFA society. Eric has been quoted several times in the Wall Street Journal and has written extensively on topics covering asset allocation, manager due diligence, financial markets, and economic events.
Eric Stein is a Partner with East Bay Investment Solutions, an unaffiliated registered investment adviser. As Co-Chief Investment Strategist, Eric Stein is not an investment adviser representative or employee of Morton Brown Family Wealth. East Bay Investment Solutions provides investment consulting and research services to Morton Brown Family Wealth.
OUT OF THE OFFICE
Eric enjoys traveling with his wife, Laura, and their two sons Scott and Jack. In his spare time, Eric is an avid cyclist and includes finishing a Half-Ironman as one of his greatest athletic accomplishments.
What drew you to a finance and investment career?
During my teen years, I started to have an interest in personal finance and the stock market. I was amazed at the hustle and bustle that took place on the floor of the New York Stock Exchange. I spent several years learning about the various career opportunities available outside of trading.
What do you find most rewarding about the work that you do?
Knowing that the work I do impacts real people and their financial future is something I take very seriously. Helping people make good financial and investment decisions that allow them to reach their goals and enjoy themselves is very rewarding.
How do you define balance in your life?
To find balance, I carve out time for the things in life that bring me joy. Whether it be more infrequent events like taking a trip or a more common occurrences like having a date night with my wife.
What was your favorite gift that you ever gave?
The favorite gift I ever gave was likely the simplest gift I ever gave, but also a very meaningful one. My wife is my rock; sometimes I think she knows me better than I know myself! I wanted her to be reminded of how I feel. So, I found a hand-sized rock and wrote “My Rock” on it. She keeps it on her nightstand and appreciates the visual cue it provides.