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
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
RESOURCE stateOfTheMarket
Monthly State of the Market Updates
Welcome to Compound Planning's State of the Market Update, where we explore key developments across public and private markets, geographies, industries, and asset classes so you can cut through the noise of recent market activity and focus on what matters most.
event October 23, 2024
State of the Market: Q4 2024
Join us for a Compound Conversation featuring our Chief Investment Officer, Steve Dean, CFA®, and Principal Wealth Advisor, Tara Shulman.
📆 Date: Wednesday, October 23rd
🕚 Time: 11am PT / 2pm ETWe’ll explore key developments across public and private markets, geographies, industries, and asset classes so you can cut through the noise of recent economic and market activity and focus on what matters most.
Whether or not you're a seasoned investor, this insightful discussion shouldn’t be missed.
event July 17, 2024
State of the Market: Q3 2024
Join us for a Compound Conversation featuring our Chief Investment Officer, Steve Dean, CFA®, and Principal Wealth Advisor, Tara Shulman.
📆 Date: Wednesday, July 17th
🕚 Time: 11am PT / 2pm ETWe’ll explore key developments across public and private markets, geographies, industries, and asset classes so you can cut through the noise of recent economic and market activity and focus on what matters most.
Whether or not you're a seasoned investor, this insightful discussion shouldn’t be missed.
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