Stephen Klein

Stephen Klein, CFA, has extensive experience in investment analytics and data research, currently serving as an Associate at Dimensional Fund Advisors since March 2018, after progressing from the role of Analyst in the same department. Prior to this, Stephen held the position of Analytics Consultant at FactSet from June 2016 to March 2018, where responsibilities included supporting clients with analytic tools and generating performance reports. Earlier experiences also include a role as a Summer Analyst at JPMorgan Chase & Co. in April 2015 and a Wealth Management Intern at Integrated Wealth Management in May 2014. Stephen earned a Bachelor of Science in Finance from the W. P. Carey School of Business at Arizona State University, graduating in 2016.