Jeffrey Stein
Director/Board Member at SCM Insurance Services, Inc.
Profile
Jeffrey S.
Stein is currently a Managing Director at Warburg Pincus LLC since 2018.
He also holds director positions at SCM Insurance Services, Inc., Facet Wealth, Inc., Foundation Risk Partners Corp., and FRP Investors LP.
Additionally, he serves as a board member at Fetch, Inc., Kestra Financial, Inc., and Edelman Financial Engines LLC.
Previously, he was a board member at Fortegra Financial Corp.
Mr. Stein completed his undergraduate degree at The Wharton School of the University of Pennsylvania in 2003.
Jeffrey Stein active positions
| Companies | Position | Start |
|---|---|---|
Warburg Pincus LLC
 Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Private Equity Investor | 28/02/2006 |
SCM Insurance Services, Inc.
 SCM Insurance Services, Inc. Insurance Brokers/ServicesFinance SCM Insurance Services, Inc. provides claims management services. It offers claims adjusting, commercial claims management, emergency claims, management and administration, independent third-party claims administration, and risk management services. The company was founded by Larry A. Shumka in 1986 and is headquartered in Edmonton, Canada. | Director/Board Member | - |
Facet Wealth, Inc.
 Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD. | Director/Board Member | - |
Foundation Risk Partners Corp.
 Foundation Risk Partners Corp. Insurance Brokers/ServicesFinance Foundation Risk Partners Corp. provides insurance brokerage services. It offers employee benefit, personal line, property and causality, and risk management services. The company is headquartered in Daytona Beach, FL. | Director/Board Member | - |
FRP Investors LP
 FRP Investors LP Insurance Brokers/ServicesFinance FRP Investors LP provides insurance and commercial banking services. The company is headquartered in Daytona Beach, FL. | Director/Board Member | - |
Edelman Financial Engines LLC
 Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Director/Board Member | 31/05/2021 |
Fetch, Inc.
 Fetch, Inc. Agricultural Commodities/MillingProcess Industries Fetch, Inc. provides canine daycare and education facility. Its experience includes Doggie Daycare, Puppy Socialization and Training, Family Obedience, Agility and Rally-O. The company was founded by Chris Williams and is headquartered in Dartmouth, Canada. | Director/Board Member | 30/09/2019 |
Kestra Financial, Inc.
 Kestra Financial, Inc. Investment ManagersFinance Kestra Financial, Inc. engages in the provision of wealth management platform. It offers product consulting and support, business consulting, and trading support services. The company was founded in 1997 and is headquartered in Austin, TX. | Director/Board Member | 31/05/2019 |
Former positions of Jeffrey Stein
| Companies | Position | End |
|---|---|---|
| FORTEGRA FINANCIAL CORP | Director/Board Member | - |
Training of Jeffrey Stein
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Warburg Pincus LLC
Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Finance |
SCM Insurance Services, Inc.
SCM Insurance Services, Inc. Insurance Brokers/ServicesFinance SCM Insurance Services, Inc. provides claims management services. It offers claims adjusting, commercial claims management, emergency claims, management and administration, independent third-party claims administration, and risk management services. The company was founded by Larry A. Shumka in 1986 and is headquartered in Edmonton, Canada. | Finance |
Facet Wealth, Inc.
Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD. | Finance |
Foundation Risk Partners Corp.
Foundation Risk Partners Corp. Insurance Brokers/ServicesFinance Foundation Risk Partners Corp. provides insurance brokerage services. It offers employee benefit, personal line, property and causality, and risk management services. The company is headquartered in Daytona Beach, FL. | Finance |
FRP Investors LP
FRP Investors LP Insurance Brokers/ServicesFinance FRP Investors LP provides insurance and commercial banking services. The company is headquartered in Daytona Beach, FL. | Finance |
Fortegra Financial Corp.
 Fortegra Financial Corp. Insurance Brokers/ServicesFinance Fortegra Financial Corp. engages in the provision of nsurance services. It offers automotive solutions, credit protection, warranty solutions, health insurances, and specialty programs. The company was founded in 1996 and is headquartered in Jacksonville, FL. | Finance |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Finance |
Fetch, Inc.
Fetch, Inc. Agricultural Commodities/MillingProcess Industries Fetch, Inc. provides canine daycare and education facility. Its experience includes Doggie Daycare, Puppy Socialization and Training, Family Obedience, Agility and Rally-O. The company was founded by Chris Williams and is headquartered in Dartmouth, Canada. | Process Industries |
Kestra Financial, Inc.
Kestra Financial, Inc. Investment ManagersFinance Kestra Financial, Inc. engages in the provision of wealth management platform. It offers product consulting and support, business consulting, and trading support services. The company was founded in 1997 and is headquartered in Austin, TX. | Finance |
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