10/12/22 • 63 min
Today, Jean and Lisa talk with David Stein of Money for the Rest of Us. We think David has an incredible amount of wisdom and hope you'll really enjoy this episode!
For close to two decades David advised and managed assets for institutions and financial planners. He was Chief Investment Strategist and Chief Portfolio Strategist at FEG Investment Advisors, a $15 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.
He have extensive public speaking experience including at corporate events for iShares, Morningstar, TDAmeritrade, and others.
He now uses the investment insights and tools he learned and developed as an institutional investment advisor to help individuals save and invest for retirement.
Money for the Rest of Us Podcast
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