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Eric Stein

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Eric Stein

Senior Vice President-Co Director Focus Risk Solutons | Focus Financial Partners

New York, New York, United States

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Eric Stein

Summary

Eric Stein is a seasoned professional with over 25 years of experience in wealth management and asset protection, specializing in serving high net worth families. He holds licenses including Series 7 and Series 63, as well as certifications in Life, Health, Accident, and Variable Annuity. Currently, he serves as Senior Vice President and Co-Director of Focus Risk Solutions at Focus Financial Partners, where he collaborates with financial advisors to develop strategies aimed at achieving client financial goals. His extensive background encompasses various roles in prominent firms, showcasing his expertise in financial risk management and investment strategies. Eric's commitment to building relationships and networking has been instrumental in his career, contributing to his success in the financial services sector. He is passionate about personal planning and business continuity, making him a trusted partner in wealth management. With a degree in Communication from the University at Buffalo, Eric combines technical knowledge with strong interpersonal skills to navigate complex financial landscapes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Eric Stein

Work Experience

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Senior Vice President-Co Director Focus Risk Solutons at

Focus Financial Partners

March 2022 - Present

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Vice President at

Highland Capital Brokerage

January 2020 - March 2022

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Wealth Management Insurance Consultant at

HSBC

April 2018 - January 2020

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Vice President at

Highland Capital Brokerage

October 2016 - April 2018

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Wealth Management Advisor at

Gerstein Fisher

November 2014 - October 2016

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Director at

Frenkel Benefits

July 2011 - November 2014

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Registered Representative at

AXA Advisors, LLC

May 2007 - September 2011

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VP Business Development at

Msl Financial

April 2005 - May 2007

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Registered Representative at

Guardian Life

September 2001 - April 2005

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Eric Stein

Education

University at Buffalo, Bachelor Of Arts (B.A.)

January 1987 - January 1991

Frequently Asked Questions about Eric Stein

What is Eric Stein email address?

Eric Stein's primary email address is ******@focusfinancialpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Eric Stein work for?

Eric Stein is a Senior Vice President-Co Director Focus Risk Solutons at Focus Financial Partners, a company specializing in Monetary Authorities-Central Bank.

Where Eric Stein graduated from?

Eric Stein holds a degree in Communication, General from University at Buffalo.

How can I directly contact Eric Stein?

To contact Eric Stein directly, you can use the email address ******@focusfinancialpartners.com. Complete contact information is available upon registration with Muraena.

Who is Eric Stein?

Eric Stein is a seasoned professional with over 25 years of experience in wealth management and asset protection, specializing in serving high net worth families. He holds licenses including Series 7 and Series 63, as well as certifications in Life, Health, Accident, and Variable Annuity. Currently, he serves as Senior Vice President and Co-Director of Focus Risk Solutions at Focus Financial Partners, where he collaborates with financial advisors to develop strategies aimed at achieving client financial goals. His extensive background encompasses various roles in prominent firms, showcasing his expertise in financial risk management and investment strategies. Eric's commitment to building relationships and networking has been instrumental in his career, contributing to his success in the financial services sector. He is passionate about personal planning and business continuity, making him a trusted partner in wealth management. With a degree in Communication from the University at Buffalo, Eric combines technical knowledge with strong interpersonal skills to navigate complex financial landscapes.

Eric`s contact details

mail

******@focusfinancialpartners.com

******@gersteinfisher.com

Colleagues

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Andrew Getsinger

Associate General Counsel, Vice President - Legal

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Brian Gracia Cfa Cfp

Vice President

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Saj Simon

Senior Vice President Finance

Ross Weiner

SVP Finance

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Nicholas Egan

Vice President

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Joshua Bass

Vice President

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Anil Abraham

Deputy General Counsel, Managing Director - Legal

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Dhruv Gupta Cfa

VP - Finance

David Rebetti

Senior Vice President Finance

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