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Profil
Geoffrey Daniel Stein worked as a Consultant at Cambridge Associates LLC from 1988 to 1992.
In 1992, served as Director at Jacobs Levy Equity Management, Inc. until 1994.
Held the position of Chief Investment Officer at Fidelity Investments Charitable Gift Fund from 2007 to 2009.
Worked at Fidelity Management & Research Co. LLC from 2009 to 2025, including the role of CIO of Global Asset Allocation from 2023 to 2025.
Also held roles as Director at FMR Co., Inc. and Senior Vice President at Strategic Advisers LLC.
Completed undergraduate studies at Yale University in 1984 and earned an MBA from Stanford Graduate School of Business in 1988.
Anciens postes connus de Geoff Stein
| Sociétés | Poste | Fin |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Head-Equity Investments | 01/07/2025 |
Fidelity Investments Charitable Gift Fund
 Fidelity Investments Charitable Gift Fund Investment Trusts/Mutual FundsMiscellaneous Collects donations for charitable purposes | Corporate Officer/Principal | - |
Jacobs Levy Equity Management, Inc.
 Jacobs Levy Equity Management, Inc. Investment ManagersFinance Jacobs Levy seeks to construct portfolios that either outperform specified benchmarks or deliver absolute return, with managed risk. Portfolios can be engineered to a wide range of US equity benchmarks. The firm offers various benchmark relative and absolute return strategies. | Corporate Officer/Principal | - |
Strategic Advisers LLC
 Strategic Advisers LLC Investment ManagersFinance Strategic Advisers relies on both proprietary fundamental and quantitative fund research in managing or providing investment advice to its clients. Factors that the firm considers when investing in underlying funds include fund performance, a fund manager's experience and investment style, fund company infrastructure, and fund characteristics such as expense ratio, asset size, and portfolio turnover. They pursue a disciplined, benchmark-guided approach to portfolio construction, and monitor and adjust allocations to underlying funds as necessary to control overall fund risk and pursue appropriate returns. | Corporate Officer/Principal | - |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Corporate Officer/Principal | - |
Formation de Geoff Stein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
Jacobs Levy Equity Management, Inc.
Jacobs Levy Equity Management, Inc. Investment ManagersFinance Jacobs Levy seeks to construct portfolios that either outperform specified benchmarks or deliver absolute return, with managed risk. Portfolios can be engineered to a wide range of US equity benchmarks. The firm offers various benchmark relative and absolute return strategies. | Finance |
Strategic Advisers LLC
Strategic Advisers LLC Investment ManagersFinance Strategic Advisers relies on both proprietary fundamental and quantitative fund research in managing or providing investment advice to its clients. Factors that the firm considers when investing in underlying funds include fund performance, a fund manager's experience and investment style, fund company infrastructure, and fund characteristics such as expense ratio, asset size, and portfolio turnover. They pursue a disciplined, benchmark-guided approach to portfolio construction, and monitor and adjust allocations to underlying funds as necessary to control overall fund risk and pursue appropriate returns. | Finance |
FMR Co., Inc.
 FMR Co., Inc. Investment ManagersFinance FMRC invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets), in stocks with growth or value characteristics, and in companies with market capitalizations of all sizes. The firm uses a variety of methods of security analysis to select investments in managing client assets, including fundamental analysis, quantitative analysis, technical analysis, cyclical analysis, and factor-based analysis. They may also use general macro-economic analysis as a component of its security analysis methods. FMRC use a wide variety of investment strategies in managing client assets according to client investment objectives. | Finance |
Yale University
 Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fidelity Investments Charitable Gift Fund
Fidelity Investments Charitable Gift Fund Investment Trusts/Mutual FundsMiscellaneous Collects donations for charitable purposes | Miscellaneous |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Finance |
Stanford Graduate School of Business
 Stanford Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
