Stephen Dean, CFA in

Stephen Dean, CFA

Login to view DISC.
Chief Investment Officer at Compound
📍 San Francisco Bay Area, United States

Stephen is the Chief Investment Officer at Compound Planning, specializing in global equity markets and quantitative strategies. With a CFA charter and an MBA from UC Berkeley, Haas, he has extensive experience leading investment teams and communicating complex ideas to clients. Colleagues describe him as a knowledgeable and trusted mentor with high integrity.

He has a deep professional interest in financial research and investment strategy development, following publications like the Harvard Business Review.

Unique fact: During his tenure at AXA Investment Managers, he co-authored a publication celebrating and analyzing three decades of investing in US small-cap equities.

Read the full overview →
Experience
40 Years
Current Role
Chief Investment Officer
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

How Stephen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Stephen cares about

Market Commentary
Regularly publishes commentary on the state of the market, analyzing interest rate changes, earnings growth, and the performance of various equity sectors.
Investment Strategy
Leads the development and deployment of model portfolios, drawing on deep experience with quantitative models and global stock selection from his time at AXA.
+5 more topics Login to view topics
Career

Work history

8-2022
Chief Investment Officer
Compound
3-2021 - 7-2022
Chief Investment Officer
Claraphi Advisory Network
2007 - 2020
Research and Investment Models Team - Rosenberg Equites
AXA Investment Managers
1999 - 2006
Global Product Strategy Group - AXA Rosenberg Investment Management
AXA Investment Managers
1995 - 1998
US Client Service/Portfolio Management - Rosenberg Institutional Equity Management
AXA Investment Managers
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1992 - 1994
Master of Business Administration - MBA
University of California, Berkeley, Haas School of Business
1981 - 1985
Bachelor's degree
Hamilton College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

LV
Luke Vernon
Environment Manager
Sandfire
DS
Devon Silber
Director - Investments
Oppenheimer & Co. Inc.
 Sammy Fuentes
Sammy Fuentes
Account Coordinator
ZoomInfo
 Anja Barisic
Anja Barisic
Marketing Consultant
Anja Barisic Consulting
Unlock the full playbookSee exactly how to sell to Stephen. Free, 10 seconds.