Eric Stein

Eric Stein is a seasoned financial professional based in Palo Alto, California, currently serving as an advisor to various companies since January 2022. He has built a robust career in finance, notably as a partner at East Bay Investment Solutions, where he provides fractional Chief Investment Officer (CIO) services to multiple advisory firms. This role allows him to support over $6 billion in assets under advisement across 26 advisory firms, focusing on relationship-driven and planning-oriented advisory practices rather than traditional investment management.123

Professional Background

• Current Role: Advisor at Various Companies (2022 - Present)
• Partner: East Bay Investment Solutions
  • Specializes in providing outsourced CIO services.
  • Focuses on supporting smaller Registered Investment Advisors (RIAs) that may not have the resources to hire a full-time CIO.

Career Highlights

• Investment Expertise: Eric has extensive experience in investment strategy, having previously held roles at Goldman Sachs Asset Management and as an internal CIO for a large national RIA.
• Approach: He emphasizes a relationship-based approach to investment management, aiming to relieve advisors from the complexities of investment analysis and management tasks.245

Personal Attributes

Eric is described as strategic, humorous, and insightful, bringing a wealth of knowledge across various business and industry aspects. His ability to drive significant strategic conversations makes him a valuable asset in the financial advisory landscape.1