David  Stein

David Stein

David Stein produces and hosts the investing podcast Money For the Rest of Us. The show launched in May 2014 and has over 200 episodes. David also runs the premium subscription service Money For the Rest of Us Plus where he provides investment portfolio guidance and education to over 800 members. Prior to launching the podcast, David advised and managed assets for institutions and financial planners. He was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where he co-headed the 21-person research group. He co-founded the firm’s $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager. David’s former advisory clients include The Texas A&M University System, the University of Puget Sound, and the Sierra Club Foundation.