Jeffrey Stein
About Jeffrey Stein
Jeffrey Stein serves as a Managing Director at Warburg Pincus LLC and holds multiple board member positions across various organizations, including Kestra Financial and Fortegra. He has extensive experience in finance, having previously worked at Goldman Sachs and Warburg Pincus.
Work at Warburg Pincus
Jeffrey Stein has been a Managing Director at Warburg Pincus LLC since 2018. In this role, he is involved in various investment strategies and portfolio management activities within the firm. Prior to his current position, he served as Principal at Warburg Pincus from 2006 to 2017, contributing to the firm's growth and investment initiatives for over a decade.
Board Memberships
Jeffrey Stein holds several board member positions across various organizations. He has been a board member at Kestra Financial since 2019, Fortegra since 2022, Fetch by The Dodo since 2019, Foundation Risk Partners since 2017, Facet Wealth since 2018, SCM Insurance Services since 2017, Edelman Financial Engines since 2021, and East Side House Settlement since 2023. His involvement in these organizations reflects his commitment to governance and strategic oversight.
Education and Expertise
Jeffrey Stein earned a Bachelor’s Degree in Finance from The Wharton School, where he studied from 1999 to 2003. His educational background provides a strong foundation for his career in finance and investment management, enhancing his expertise in financial analysis and strategic decision-making.
Previous Experience at Goldman Sachs
Before joining Warburg Pincus, Jeffrey Stein worked at Goldman Sachs as an Investment Banking Analyst from 2003 to 2006. In this role, he gained valuable experience in financial advisory and capital markets, contributing to his professional development in the finance sector.