Geoff Stein

Geoff Stein

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

Joined Fidelity
Industry experience
33 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

Funds managed

Portfolio manager
Fidelity American Balanced Fund (Also available through Currency neutralUS$ and T-Series)
Fidelity Balanced Managed Risk Portfolio (Also available through US$ and T-Series)
Fidelity Balanced Portfolio (Also available through Class and T-Series)
Fidelity Balanced Private Pool (Also available through Currency neutralTrustUS$ and T-Series)
Fidelity Canadian Asset Allocation Fund (Also available through Class and T-Series)
Fidelity Canadian Balanced Fund (Also available through Class and T-Series)
Fidelity Conservative Income Fund (Also available through US$ and T-Series)
Fidelity Conservative Income Private Pool (Also available through US$ and T-Series)
Fidelity Conservative Managed Risk Portfolio (Also available through US$ and T-Series)
Fidelity Dividend Fund (Also available through Class and T-Series)
Fidelity Global Balanced Portfolio (Also available through Class and T-Series)
Fidelity Global Dividend Fund (Also available through ClassUS$ and T-Series)
Fidelity Global Growth Portfolio (Also available through Class and T-Series)
Fidelity Global Income Portfolio (Also available through Class and T-Series)
Fidelity Growth Portfolio (Also available through Class and T-Series)
Fidelity Income Allocation Fund (Also available through T-Series)
Fidelity Income Portfolio (Also available through Class and T-Series)
Fidelity Inflation-Focused Fund (Also available through US$ and T-Series)
Fidelity Monthly Income Fund (Also available through Class and T-Series)
Fidelity Tactical Strategies Fund (Also available through US$ and T-Series)
Fidelity U.S. Growth and Income Private Pool (Also available through US$ and T-Series)
Fidelity U.S. Monthly Income Fund (Also available through Currency neutralUS$ and T-Series)

Commissions, fees and expenses may be associated with investment funds. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing.  Funds are not guaranteed, their values change frequently and investors may experience a gain or loss.  Past performance may not be repeated.

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This site is for persons in Canada only.  Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.


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