Eric brings a passion for investing and a deep commitment to helping clients navigate financial markets with confidence. As a Partner with East Bay Investment Solutions, he collaborates closely with Morton Brown Family Wealth as a Co-Chief Investment Strategist, equipping our advisory team with market insights, in-depth analysis, and strategic investment guidance. His approach prioritizes long-term investing over short-term noise, reinforcing our commitment to thoughtful, disciplined wealth management.
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 (now Choreo Advisors) for 10+ years, serving as the Chief Investment Officer while providing strategic leadership and solutions for their national investment platform
“I provide an objective, research-driven perspective that helps advisors guide clients through ever-changing markets. From ongoing due diligence to market analysis, my role is to ensure investment decisions are informed, intentional, and built for the long term.”
ERIC STEIN
Eric is a proud graduate of Indiana University where he earned a B.S. in Finance. Eric 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 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.
EDUCATION & CERTIFICATIONS
- Chartered Financial Analyst
- Indiana University, Bachelor of Science in Finance
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