Steve Stein

Client Service Manager


Steve enjoys the diversity and daily dynamics within the financial markets dating back to his introduction to mutual funds in high school.  He is dedicated to building long lasting relationships with clients and delivering superior service to help them achieve their financial goals.

Steve joined CFM in 2007. His responsibilities include client service, account maintenance, generating reports, transfers, and cost basis.  Steve also assists with portfolio management and research.  He is a member of the Fixed Income Committee and the Mutual Fund Committee.

Steve has more than twelve years of professional financial industry experience and was previously employed as a Broker Assistant at Edward Jones Investments.

As a Boulder resident, Steve enjoys the outdoor opportunities our beautiful surroundings offer including hiking, skiing, and mountain biking.  He loves baseball and is a die-hard St. Louis Cardinals fan.


Education

BA, Psychology
University of Colorado

MBA
University of Colorado