Robert Stein

Area of Expertise: Corporate and pension system governance structures and funding policy, institutional investments, personal financial planning.

Web Site: http://www.bobstein.us and https://www.linkedin.com/in/rwstein

Topics Presented in Speeches: Pension system structure and actuarial tracking processes, general individual financial planning, retirement planning, asset allocation, fundamental analysis and technical trading.

Email: bobstein@bobstein.us

Biography:

Robert Stein is the board chair and chair of the Investment Committee for the $75B State Teachers Retirement System of Ohio.  He has served as elected fund trustee and in various leadership roles since 2009 and holds a Certificate of Achievement in Public Plan Policy (CAPPP) from The International Foundation for Employee Benefit Plans. Stein is a certified financial planner (CFP) and has other financial and investment training.

Stein was a U.S. Securities and Exchange Commission (SEC) registered investment adviser, and held the National Association of Securities Dealers Series 6 & 7 licenses and the Ohio Securities License. Stein holds a B.S. and M.Ed. with specialties in education, adolescent development, counseling and computer science. Stein retired from education after 27 years teaching grades 4 through college.

Stein ran a boutique fee-for-service financial planning shop for 10 years.  He has traded securities, derivatives, real estate and other markets since 1972.