Stephen Dean

Stephen Dean, CFA, is the Chief Investment Officer at Compound Planning, where they lead the investment team in developing and managing public and private model portfolios. With extensive experience in global equity markets and investment strategy development, Stephen previously served as Chief Investment Officer at Claraphi Advisory Network and held senior roles at AXA Investment Managers, where they directed a global team and oversaw significant asset growth. Stephen began their career at the Federal Reserve Banks of New York and San Francisco, contributing to economic research and analysis. They hold a Bachelor's degree in Economics and English from Hamilton College and an MBA in Finance from the University of California, Berkeley.