Introduction

John Stein works primarily with high-net-worth individuals and families helping with a vast range of customized investment services. These include evaluating client’s risk tolerances, asset allocation modeling, and preparation of investment policy statements, money manager selection, and ongoing money manager due diligence and performance evaluation. John has 20 years of investment services experience including as a Director at PricewaterhouseCoopers’ Detroit Investment Advisory Group.

John holds three degrees from the University of Michigan. He received his Master of Business Administration from the Michigan Business School in 1996. He holds a Master of Urban Planning degree from the School of Architecture and Urban Planning program, which he earned in 1990. Finally, he received a Bachelor of Arts in Political Science, with distinction, in 1988. John has also earned the Chartered Financial Analyst® designation.

Check the background of this investment professional on FINRA’s BrokerCheck.