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Geoff Stein

Geoff Stein

Joined Fidelity

  • 1994

Industry experience

  • 34 years

Career experience

  • Chief investment officer of Fidelity Charitable Gift Fund
  • Portfolio manager and director of portfolio management, Fidelity Investments
  • Investment consultant, Fidelity Investments
  • Director of client services, Jacobs Levy Equity Management
  • Consultant, Cambridge Associates

Education

  • BA, Yale University
  • MBA, Stanford University

Designation

  • CFA
Multi-asset class investing provides investors with the best opportunity to achieve their long-term investment goals.

Funds managed

Portfolio manager

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