Geoffrey Stein

Portfolio Manager, Global Asset Allocation Group at Fidelity Management & Research Co. LLC

Geoffrey Stein

Geoffrey Stein

Portfolio Manager, Global Asset Allocation Group at Fidelity Management & Research Co. LLC

Overview
Career Highlights

Fidelity Investments Charitable Gift Fund

RelSci Relationships

3072

Number of Boards

3

Number of Awards

1

Contact Data
Trying to get in touch with Geoffrey Stein? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Geoffrey Stein likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Head Equity at FIAM LLC

Relationship likelihood: Strong

Chief Compliance Officer at FMR LLC

Relationship likelihood: Strong

Chief Financial Officer of Asset Management, Treasurer at Fidelity Management & Research Co. LLC

Relationship likelihood: Strong

Co-Manager at Fidelity Balanced Private Pool

Relationship likelihood: Strong

Former Director of Research, Fidelity Equity Research at Fidelity Management & Research Co. LLC

Relationship likelihood: Strong

Institutional Portfolio Manager at Fidelity Management & Research Co. LLC

Relationship likelihood: Strong

Director of Global Macro at FMR LLC

Relationship likelihood: Strong

Chairman & Chief Executive Officer at FMR LLC

Relationship likelihood: Strong

Principal Consultant at Scotch Pine Capital LLC

Relationship likelihood: Strong

Portfolio Manager at Fidelity Management & Research Co. LLC

Relationship likelihood: Strong

Paths to Geoffrey Stein
Potential Connections via
Relationship Science
You
Geoffrey Stein
Portfolio Manager, Global Asset Allocation Group at Fidelity Management & Research Co. LLC
Education
MBA
Class of 1988

The Stanford Graduate School of Business has built an international reputation based on its innovative programs, which include: Two-year MBA Program, designed to educate business leaders One-year Stanford Sloan Master’s Program for mid-career executives PhD Program for future academics Executive Education programs for experienced managers Faculty research program Academic programs, including the two-year MBA, the 12-month Sloan Master's Program, and the PhD program, create a transformational student experience that reflects the tagline: Change lives. Change organizations. Change the world. Today the state-of-the-art Knight Management Center complex enables Stanford's innovative, globalized MBA curriculum, offering flexible classroom spaces for hands-on experiential learning small-group leadership labs, and team-based learning. It engages faculty and students across Stanford University, as well as alumni, global executives, and the broader world community.

BA in Economics
Class of 1984

Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.

Memberships
Member
Current

CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. It aims to promote the standards in ethics, education, and professional excellence in the global investment industry. The organization offers the Chartered Financial Analyst (CFA) designation, the Certificate in Investment Performance Measurement (CIPM), the Certificate in ESG Investing, and the Investment Foundations Certificate. It provides continuing education conferences, seminars, webcasts, and publications to allow members and other participants to stay current on developments in the investment industry. CFA Institute also oversees the CFA Institute Research Challenge for university students and the Research Foundation of CFA Institute. CFA Institute is headquartered in Charlottesville, Virginia, USA, with additional offices in New York City, Washington, D.C., London, Hong Kong, Mumbai, Beijing, Shanghai and Abu Dhabi.

Member
Current

The Boston Security Analysts Society is a non-profit professional society that has been a point of connection for one of the world's most influential investment communities, providing an open forum for the exchange of fresh perspectives on industry issues.

Career History
Portfolio Manager, Global Asset Allocation
Current

Fidelity Investments Canada offer Canadian investors a full range of domestic, international and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs and a high net-worth program. It also invests in real estate. The firm employs fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. Fidelity Investments Canada covers over 90% of the companies included on the major global indices.

Portfolio Manager, Global Asset Allocation Group
1994 - Current

FMR uses a variety of methods of security analysis in managing client assets to select investments including fundamental analysis, quantitative analysis and cyclical analysis. The firm also uses general macro-economic analysis as a component of its security analysis methods. When it comes to the management of the client assets according to the investment objectives, they utilize a variety of investment strategies including, but not limited to, investing in stocks and other public and private equity securities, bonds and other debt securities of all types and repurchase agreements for those securities, real estate related investments of all types, derivatives, currency spot and forward trading, other investment funds, including exchange traded funds and FMR’s or its affiliates’ central funds. The firm also engages in securities lending to parties such as broker-dealers or other institutions.

Co-Manager
Current
Political Donations
$2,500
2012

Former President of United States

$350
2011

Vice President at The Pew Charitable Trusts

$1,000
2008

Former President of United States

Awards & Honors
CFA (Chartered Financial Analyst)
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Geoffrey Stein. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Geoffrey Stein's profile does not indicate a business or promotional relationship of any kind between RelSci and Geoffrey Stein.