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