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David M. Stein

Dr. Stein is Chief Investment Officer where he leads the investment, research, and product development activities. Prior to joining Parametric, Dr. Stein held positions as Director of Investment Research at GTE Investment Management Corporation; Director of Active Equity Strategies at the Vanguard Group; and Director of Quantitative Portfolio Management and Research at IBM Retirement Funds. Dr. Stein holds a Ph.D. from Harvard University in Applied Mathematics.

 Articles by this Author

Simplify Your Equity Portfolio To Achieve Tax Efficiency
by David M. Stein

Tax bill higher than expected? You might need better planning to achieve greater savings over the next few years. Consider having your advisor abandon the complex equity portfolio with lots of turnover that generates tax.
 
Complex Equity Portfolio Structure: Is Your Advisor Leading You Down The Wrong Path?
by David M. Stein

Large cap. Mid cap. Small cap. Growth. Value. Momentum. Sectors. Active. Passive. Tactical timing. These style buckets, and others, help professional advisors select portfolio specialists with beat-their-benchmark track records. What's wrong is that a complex portfolio structure hurts investors like you by generating excessive capital gains taxes.