Eric Stein, CFA® is an integral contributor to SageVest’s investment research team. He participates in ongoing investment due diligence, investment research, market analysis, and SageVest’s portfolio structure considerations. Eric serves as a consultant to SageVest Wealth Management. He is a Partner with East Bay Investment Solutions, a specialty firm dedicated to providing in-depth, broad-range investment analysis. SageVest utilizes Eric’s intensive research to enhance our ongoing investment management services. SageVest fully retains and coordinates all investment decision making and trade implementation efforts. Eric has a true passion for investment analysis that he has carried throug

Eric Stein
Investment Analyst and Consultant
SageVest Wealth Management
United States, North Carolina, Charlotte
About Me
Profile Information
Investment Analyst and Consultant
SageVest Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Charlotte
North Carolina
United States
Sep 6, 2024
More profiles to browse
JM
Jennifer Myers
President & Owner
Anthony Matteo
Financial Advisor
Iram Amir
Financial Associate
Dan Serra
Senior Financial Advisor
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University