Eric Stein CFA

Co-Chief Investment Strategist

East Bay Investment Solutions is Kaizen's Co-Chief Investment Strategist, offering expertise and guidance in crafting investment strategies that harmonize with our clients' objectives and preferences. Our collaborative efforts yield tailored solutions, encompassing comprehensive portfolio monitoring, diligent risk management, and due diligence processes, alongside a suite of value-added services, including access to alternative investments and exclusive opportunities.

Renowned for its acumen, East Bay has garnered recognition in publications such as the Wall Street Journal, Investment News, and NAPFA Advisor Magazine. Their insights have also graced platforms like South Carolina Public Radio, underscoring their influence in the financial landscape.