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Ballentine Capital Advisors

Ballentine Capital Advisors is a Greenville, SC financial planning firm. Our financial advisors help clients with wealth management and retirement planning

  • About Us
    • Our View
    • Staff
      • J Bryan Ballentine
      • Anthony Colancecco
      • Cheryl Hayes
      • Eric Stein
      • Mario Nardone
      • Katrina Morris
      • Stephanie Monroe
      • Tyler Burns
  • Services
  • Education & Video
    • Weekly Newsletter
    • Videos & Presentations
    • Educational Series
    • Resources
  • News & Media
  • Client Access
  • Contact Us

OUR VIEW ON WEALTH

A Different Degree Of Wealth

INQUIRE ABOUT YOUR FINANCIAL MANAGEMENT

Eric Stein, CFA®

Partner, East Bay Financial Services

Prior to joining East Bay, Eric worked for a variety of firms, both large and small.  This includes 7+ years with Goldman Sachs Asset Management where he held roles in areas such as performance measurement, client service, risk analysis, and portfolio construction.  During his tenure there, Eric had the opportunity to cover many different types of asset classes, vehicles, and client types.  Eric also served as the Chief Investment Officer for RSM U.S. Wealth Management for 10+ years, providing strategic leadership and solutions for their national investment platform.

Eric is a proud graduate of Indiana University where he earned a B.S. in Finance.  Eric also earned the Chartered Financial Analyst (CFA®) designation in 2001 and continues to stay involved in the local CFA® society.  Eric has been quoted several times in the Wall Street Journal and has written extensively on topics covering asset allocation, manager due diligence, financial markets, and economic events.

Eric enjoys traveling with his wife, Laura, and their two sons, Scott and Jack.  In his spare time, Eric is an avid cyclist and includes finishing a Half-Ironman as one of his greatest athletic accomplishments. 

Learn more and connect with Eric on LinkedIn.


Eric Stein is not registered through Triad Advisors. East Bay Financial Services is not affiliated with Triad Advisors or Ballentine Capital Advisors.

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BALLENTINE CAPITAL ADVISORS

15 Halton Green Way
Greenville, SC 29607

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  • Tel: (864) 322-6046
  • Toll-free: (800) 507-8135
  • Fax: (864) 322-6048
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Accreditation

Ballentine Capital Advisors BBB Business Review

Copyright © 2021 Ballentine Capital Advisors
Securities through Triad Advisors, LLC, Member FINRA / SIPC. Advisory services through Ballentine Capital Advisors, Inc.
Triad Advisors, LLC and Ballentine Capital Advisors are not affiliated entities.
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Ballentine Capital Advisors
  • About Us
    • Our View
    • Staff
      • J Bryan Ballentine
      • Anthony Colancecco
      • Cheryl Hayes
      • Eric Stein
      • Mario Nardone
      • Katrina Morris
      • Stephanie Monroe
      • Tyler Burns
      • Back
    • Back
  • Services
  • Education & Video
    • Weekly Newsletter
    • Videos & Presentations
    • Educational Series
    • Resources
    • Back
  • News & Media
  • Client Access
  • Contact Us