Corey Stein

Corey Stein has a diverse work experience spanning over multiple industries. They started their career as a Production Manager at Collegiate Entrepreneurs in 2010. Later that year, they interned at Kraft Sports Group, gaining experience in special events. In 2011, Corey worked as an Agency Assistant at Baystate Financial Services before transitioning to a role in Financial Services within the same company. In 2016, they joined Aevitas Wealth Management as a Financial Associate and stayed there until 2023. Currently, Corey works as an Analyst in Portfolio Management at CAPTRUST, a leading independent advisory firm.

Corey Stein attended Roger Williams University from 2007 to 2011, where they obtained a Bachelor's degree in Marketing.