Profile
Mr. Robert S.
Stein, CFA, is a Deputy Chief Economist at First Trust Advisors LP.
He is responsible for forecasting and analyzing economic indicators as well as writing economic commentaries.
Immediately prior to joining First Trust, Mr. Stein was Assistant Secretary for Economic Policy at the U.S.
Treasury Department.
At the Treasury Department, he was responsible for briefing the Secretary of the Treasury on U.S.
macroeconomic developments and formulating policy proposals.
Day to day, he was responsible for leading a team of twenty economists conducting in-depth economic analysis and research.
Between 1996 and 2002, Mr. Stein was chief economist for the Senate Budget Committee on Capitol Hill and an economist for the Senate Banking Committee and Joint Economic Committee.
Prior to his tenure on Capitol Hill and the Treasury Department, he was a journalist for Investor’s Business Daily, where he covered the economy and authored many front page stories.
Mr. Stein received a B.A.
in both Economics and Government from Georgetown University.
He is also a CFA Charter holder.
Bob Stein active positions
Companies | Position | Start |
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First Trust Advisors LP
First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Economist | 30/11/2006 |
Former positions of Bob Stein
Companies | Position | End |
---|---|---|
U.S. Department of the Treasury | Corporate Officer/Principal | 29/11/2006 |
Capitol Hill Associates LP | Economist | 31/12/2001 |
Training of Bob Stein
Georgetown University | Undergraduate Degree |
George Washington University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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First Trust Advisors LP
First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Finance |
U.S. Department of the Treasury | Government |
Capitol Hill Associates LP |
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