About Our Firm

Here’s our story. We look forward to hearing yours.

Eric Stein

Eric Stein, CFA

Investment Strategist, Prosperity Advisers, LLC

Partner, East Bay Financial Services

Eric has 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 served as the
Chief Investment Officer for RSM U.S. Wealth Management for 10+ years,
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.