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John Stein, CFA

Managing Director/Senior Advisor

 

As a Managing Director, John provides clients with a broad range of personalized investment services. These include evaluating client’s risk tolerances, asset allocation modeling, preparation of Investment Policy Statements, money manager selection and ongoing money manager due diligence and performance evaluation.

Prior to joining Telemus, John served as a Director in PricewaterhouseCoopers’ Detroit Investment Advisory Group, where he counseled a portfolio of 45 clients with $400 million worth of total assets.

He holds three degrees from the University of Michigan, including a Master of Business Administration, Master of Urban Planning and a Bachelor of Arts in political science with distinction. His hobbies include travel and playing poker.

 

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