Eric Stein, CFA® Eric Stein, CFA®

Co-Chief Investment Strategist

Eric Stein of East Bay Investment Solutions serves as the Co-Chief Investment Strategist for Seaside Wealth Management. His experience includes serving as a Vice President at Goldman Sachs Asset Management and Chief Investment Officer for RSM U.S. Wealth Management. Stein assists Seaside Wealth with portfolio oversight, investment due diligence, and development of the firm’s investment models. He is based in Charlotte, N.C. Read More

Eric Stein, CFA®
Co-Chief Investment Strategist

Eric Stein of East Bay Investment Solutions serves as the Co-Chief Investment Strategist for Seaside Wealth Management. He assists with portfolio oversight, investment due diligence, and development of our investment models. He is based in Charlotte, N.C.

Prior to joining East Bay, Eric worked for a variety of firms, both large and small. This includes 7+ years with Goldman Sachs Asset Management where he held roles in areas such as performance measurement, client service, risk analysis, and portfolio construction. During his tenure there, Eric had the opportunity to cover many different types of asset classes, vehicles, and client types. Eric also worked at RSM U.S. Wealth Management for 10+ years, serving as the Chief Investment Officer while providing strategic leadership and solutions for their national investment platform.

Eric is a proud graduate of Indiana University where he earned a B.S. in Finance. Eric also earned the Chartered Financial Analyst (CFA) designation in 2001 and continues to stay involved in the local CFA society. Eric has been quoted several times in the Wall Street Journal and has written extensively on topics covering asset allocation, manager due diligence, financial markets, and economic events.

Eric enjoys traveling with his wife, Laura, and their two sons, Scott and Jack.  In his spare time, Eric is an avid cyclist and includes finishing a Half-Ironman as one of his greatest athletic accomplishments.