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David Stein

Dr. David Morris Stein, Ph.D. is a Managing Director, Chief Investment Officer, and Portfolio Manager at Parametric Portfolio Associates LLC. Dr. Stein leads the firm's investment, research, and product development activities. He maintains a focus on the firm's intellectual capital and is dedicated to advancing the art and science of investment management in the presence of taxes. He previously served as the Director of Investment Research at GTE Investment Management Corporation. Dr. Stein has served as the Director of Active Equity Strategies at the The Vanguard Group, Inc. He was a Research Scientist at IBM Research Laboratories, where he designed computer hardware and software systems. Dr. Stein holds a Ph.D. from Harvard University in Applied Mathematics. He also earned an M.S. degree and a B.S. degree from the University of Witwatersrand in South Africa.

Event Title Organization
CQA Fall 2000 Tax Sensitive Investing Parametric