Stephen Dean, CFA
Commander · DISC type DStephen 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.
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They are not always relationship oriented. They like to move fast and expect the same from others. More than the product, they care about the impact of the product.
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Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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