Eric Stein

A Partner at East Bay Investment Solutions, specializing in fractional Chief Investment Officer services for advisory firms.

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Sep 17, 2024 • 1h 30min

Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other Advisory Firms with Eric Stein

Eric Stein, Partner at East Bay Investment Solutions, specializes in fractional Chief Investment Officer services, advising over $6 billion in assets. He shares his unique journey transitioning from traditional banking to becoming an investment nerd, supporting advisory firms without managing individual portfolios. Eric discusses the flexibility and cost-effectiveness of fractional CIO services and emphasizes the importance of alignment in partnerships. His insights on the evolving landscape of financial advising and the need for personalized investment strategies are both enlightening and inspiring.