Geoff Stein

Joined Fidelity

  • 1994

Industry experience

  • 35 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


  • BA, Yale University
  • MBA, Stanford University


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

Funds managed

Portfolio manager