John Stein, Cfa
About John Stein, Cfa
John Stein's Professional Title and Role
John Stein currently holds the position of Chief Marketing Officer. In this role, he leverages extensive expertise in strategic marketing initiatives and capital raising. As CMO, John is responsible for driving marketing strategies that support the company's growth and market presence.
John Stein's Education and Credentials
John Stein holds a Bachelor of Science degree in Quantitative Finance from James Madison University. Additionally, he earned an MBA from the Stern School of Business at New York University. John is also a Chartered Financial Analyst® (CFA) designation holder, a prestigious certification that underscores his proficiency in investment management and financial analysis.
John Stein's Career Background
John Stein began his career in sales and trading at Lehman Brothers, where he spent 11 years in multiple roles within fixed income. He then transitioned to serve as a founding partner and Chief Marketing Officer at R3 Capital Partners, a multi-strategy credit hedge fund. John further expanded his expertise as a managing director in alternative credit at Blackrock and Och-Ziff Capital (now Sculptor Capital). These roles have equipped him with a deep understanding of financial markets and alternative investments.
John Stein's Experience with Start-Up Companies
John Stein has substantial experience advising start-up companies on strategic initiatives. He has guided various start-ups in areas such as business model development, marketing strategies, and capital raising efforts. His insights have proven valuable in helping emerging companies navigate early-stage growth challenges and achieve their strategic objectives.