Everything you need to know about QSBS
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location

San Francisco, CA

Steve Dean

Chief Investment Officer

Steve Dean has over 30 years of experience researching markets and implementing investment strategies for both institutional and wealth advisor clients. At Compound Planning, Steve leads the investment team, developing and overseeing the deployment of the public and private model portfolios. Steve began his career in the economic research department of the Federal Reserve before joining a leading global quantitative equity manager where he worked with some of the world’s largest endowments, pension plans and fund providers. He is passionate about exploring the relationships between economic and financial theory and real-world market outcomes...

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Experience

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Compound Planning

1 year

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Claraphi Advisory Network

1 year

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AXA Investment Managers

25 years

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Federal Reserve Bank of San Francisco

8 years

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Federal Reserve Bank of New York

2 years

Qualifications

University of California Berkeley

MBA, Finance

Hamilton College

BA, Economics

Chartered Financial Analyst

CFA®

Specialities

Investment management

Public equities

Fixed income

Alternative investments

Financial planning

Retirement planning

Risk management

Asset allocation

Behavioral finance

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Compound