Geoff Stein is a portfolio manager in the Global Asset Allocation Group (GAA) of Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. He currently serves as lead manager of the Fidelity Asset Manager and VIP Asset Manager Funds and co-lead manager of Fidelity Stock Selector All Cap Fund, Fidelity Advisor Stock Selector All Cap Fund, Fidelity Global Balanced Fund and Fidelity Series Broad Market Opportunities Fund. He is also co-lead manager of Fidelity Canadian Asset Allocation Fund, Fidelity Monthly Income Fund, Fidelity Dividend Fund and Fidelity Income Allocation Fund.
Geoff joined Fidelity Investments in 1994. Before joining GAA, he served as a senior vice-president of Strategic Advisers, Inc. (SAI), where, as chief investment officer for the Fidelity Charitable Gift Fund (CGF), he directed the investment management process for all CGF investment pools. Previously at SAI, Geoff was Director of Portfolio Management, overseeing asset allocation strategy, mutual fund selection and portfolio construction in discretionary managed account programs for retail investors. Before joining SAI, as Director of the Portfolio Analysis Group for FMRCo, he was responsible for analyzing and communicating equity fund investment performance and strategies for senior management, institutional clients and retail shareholders.
Before joining Fidelity, Geoff was director of client service for Jacobs Levy Equity Management and a senior consultant at Cambridge Associates, where he provided asset allocation advice and performance analysis to endowments, foundations and large family trusts.
Geoff received a BA in economics, magna cum laude, from Yale University in 1984 and an MBA from the Stanford University Graduate School of Business in 1988. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute and the Boston Security Analysts Society. He also serves on the Board of Trustees of Discovering Justice, a Boston-based civic education organization, and on the Board of Overseers of the Boston Children’s Museum.