Profil
Team member since May 2008, Mr. Stein is responsible for the Managed Accounts practice.
He focuses on portfolio and risk management strategy, client relationships and communications.
The author of the book, Value Investing, Mr. Stein recently began writing a new book on retirement investing.
Previously, he was responsible for managed accounts at a financial services boutique for five years, and for 15 years he consulted with CEOs and CFOs of NYSE and NASDAQ companies on communications strategies with investors and security analysts.
Mr. Stein graduated with a Bachelor of Science degree in Accountancy from the University of Illinois in 1978 and a Master’s of Science degree in Taxation from DePaul University in 1980.
He lives in the northern suburbs of Chicago with his wife and children, and is currently the President of The Board of Jewish Education of Metropolitan Chicago.
Aktive Positionen von Larry Stein
Unternehmen | Position | Beginn |
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Disciplined Investment Management LLC
Disciplined Investment Management LLC Investment ManagersFinance Disciplined Investment Management LLC engages in the provision of investment advisory services. The company was founded by Jenifer Aronson and Larry Stein and is headquartered in Deerfield, IL. | Vorstandsvorsitzender | - |
Ehemalige bekannte Positionen von Larry Stein
Unternehmen | Position | Ende |
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Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Corporate Officer/Principal | 30.06.2010 |
Erfahrungen
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Private Unternehmen | 2 |
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Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Finance |
Disciplined Investment Management LLC
Disciplined Investment Management LLC Investment ManagersFinance Disciplined Investment Management LLC engages in the provision of investment advisory services. The company was founded by Jenifer Aronson and Larry Stein and is headquartered in Deerfield, IL. | Finance |