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Rich Stein, CFA

Director of Credit Research

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Tenure

  • 34 YRS

    Industry

  • 24 YRS

    Oppenheimer

  • B.S. from University of Pennsylvania
  • M.B.A. from University of Chicago

Rich Stein, CFA serves as Director of the credit analysis group for the Rochester® Municipal Investment Team. Mr. Stein has been with the Firm since 1993. Before joining the Firm, Mr. Stein spent a total of seven years as a consultant for Duff & Phelps and Price Waterhouse where he valued closely held companies as well as intangible assets such as patents and customer lists.

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  • B.S. from University of Pennsylvania
  • M.B.A. from University of Chicago

Insights

Municipals

Rochester Annual Overview 2016

The Rochester Investment Team

How our muni funds helped investors picture the life that tax-free income can provide.

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