Geoff Stein

Geoff Stein

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

Joined Fidelity
1994
Industry experience
31 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

Awards

Lipper Awards 2017

Best Tactical Balanced Fund
Fidelity Tactical Strategies Fund
(over three years)

Best Fixed Income Balanced Fund
Fidelity Global Income Portfolio
(over five years)

Funds managed

Portfolio manager
Fidelity American Balanced Fund (also available through T-SWPcurrency neutral and US$)
Fidelity Balanced Managed Risk Portfolio (also available through T-SWP and US$)
Fidelity Balanced Portfolio (also available through T-SWP and Class)
Fidelity Balanced Private Pool (also available through T-SWPcurrency neutral and US$)
Fidelity Canadian Asset Allocation Fund (also available through T-SWP and Class)
Fidelity Canadian Balanced Fund (also available through T-SWP and Class)
Fidelity Conservative Income Fund (also available through T-SWP and US$)
Fidelity Conservative Income Private Pool (also available through T-SWP and US$)
Fidelity Conservative Managed Risk Portfolio (also available through T-SWP and US$)
Fidelity Dividend Fund (also available through T-SWP and Class)
Fidelity Global Balanced Portfolio (also available through T-SWP and Class)
Fidelity Global Dividend Fund (also available through T-SWPClass and US$)
Fidelity Global Growth Portfolio (also available through T-SWP and Class)
Fidelity Global Income Portfolio (also available through T-SWP and Class)
Fidelity Global Monthly Income Fund (also available through T-SWPcurrency neutral and US$)
Fidelity Growth Portfolio (also available through T-SWP and Class)
Fidelity Income Allocation Fund (also available through T-SWP)
Fidelity Income Portfolio (also available through T-SWP and Class)
Fidelity Monthly Income Fund (also available through T-SWP and Class)
Fidelity NorthStar® Balanced Fund (also available through T-SWPcurrency neutral and US$)
Fidelity Tactical Strategies Fund (also available through T-SWP and US$)
Fidelity U.S. Growth and Income Private Pool (also available through T-SWP and US$)
Fidelity U.S. Monthly Income Fund (also available through T-SWPcurrency neutral and US$)

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