San Francisco, CA
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
Compound Planning
1 year
Claraphi Advisory Network
1 year
AXA Investment Managers
25 years
Federal Reserve Bank of San Francisco
8 years
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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RESOURCE article
2024 Wrap-Up: Another strong year in equity markets as solid growth offsets inflation concerns.
Despite some fits and starts during the fourth quarter and a softening of the post-election bounce in the final half of December, equity markets booked another positive year in 2024